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By Kathleen McBride, AdvisorOne |
October 26, 2009
While some groups are focused on the re-regulation of financial services here in the U.S. one has gone a step further, creating a global entity, The Institute for Wealth Management Standards (IWMS).
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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...
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By Susan L. Hirshman |
November 1, 2008
Recently I had the pleasure of hearing Charles A. Lowenhaupt deliver a case study on family wealth. Lowenhaupt is chairman and chief executive of Lowenhaupt...