Genspring Family Offices

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  New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2012

  Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.

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  Family Offices Expand Financial Protection to Include Physical Protection

  By Kathleen McBride, AdvisorOne  |  February 17, 2011

  After managing resources wisely, threat assessment, awareness and action may be the next big trend for your wealthy clients. Are you ready?

• Family Office Leaders Call for Fiduciary Standard

  By Kathleen McBride, AdvisorOne  |  June 8, 2010

  Leaders of several of the largest family office advisors and family office associations are urging Congress to "Fight for All Investors and Put the Fiduciary Standard in Wall Street Reform."

• Standing Out: Women Are Leading Wealth Management

  By Melanie Waddell, AdvisorOne  |  May 3, 2010

  In wealth management and securities regulation, women are standing out, even though as a percentage of professionals in the financial services industry, their ranks are still smaller than men's.

• Branching Out

  By Michael S. Fischer  |  June 1, 2009

  new study Family Wealth Alliance FWA reported in 2008, "We don't see a huge surge of new single-family offices opening up," says William Rankin, chief...