Gregory Curtis

Why Traditional Bank Trusts Are Not Working for Wealthy Families

By Kathleen McBride, AdvisorOne | April 13, 2011

Greycourt paper points out flaws in ‘bundled trusts’ but recommends an alternative solution.
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."

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.