Family Office Exchange

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  New Hire Roundup: Atlanta Capital Group Adds Two

  By Marlene Y. Satter, AdvisorOne  |  May 9, 2012

  This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.

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  Join the Conversation During Heritage Planning Month

  By Cameron Thornton, The GenUS Collaborative  |  May 1, 2012

  During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.

• Family Office Exchange Reports on Sustaining Small Family Office

  By Kathleen McBride, AdvisorOne  |  January 11, 2011

  FOX finds that ‘sustaining wealth’ and ‘transitions’ are top concerns for family offices.

• Risk Management for the Wealthy

  By Kathleen McBride, AdvisorOne  |  September 16, 2010

  What can be done to help wealthy families protect themselves from risks to "assets from lawsuits, natural disasters, identity theft, and other insurable exposures?"

• On the Same Page

  By Gregory Taggart  |  September 1, 2006

  Does the term "multifamily office" (MFO) conjure up a picture of a wise old family retainer in plush, walnut-paneled offices overlooking lower Manhattan, providing womb-to-tomb...