GenSpring Family Offices Announces Promotion of Nikki Gokey to...

Editor - Family Wealth Report Brand, culture and long-term planning emerged as some of the most important aspects of running a successful wealth management firm, according to talks given by industry leaders at this year's FOX Wealth Advisor Forum.

Mumbai: Harvard Business School (HBS) will host an executive education program, Managing Family Businesses for Generational Success-India, from June 24 to 27, 2013 at the HBS classroom, Taj Lands End, Mumbai. This new leadership development program ...

Georgia-based company has founded wealth management firm, changed settlement planning landscape. has been in business for over a decade, serving plaintiffs. In 2013 Forge Consulting celebrates ten years of settlement planning. Forge's team and ...

/PRNewswire/ -- Deltec International Group, a global private banking and wealth management business, with offices in Nassau, Bahamas, London, Hong Kong and Palm Beach today announced the appointment of Atul Lele as Chief Investment Officer. Mr. Lele ...

Having a sound estate plan is one of the most important things you can do for your family, yet approximately 40 per cent of high net worth families fall short in their estate planning efforts, say financial advisors at Nicola Wealth Management, an ...

-- New York-based wealth management firm Dynasty Financial Partners said that it has launched Dynasty Insurance Services through strategic partnerships with Ash Brokerage PKS Financial Services and several specialists within the insurance carrier ...

New research into the relationship between employees and managers finds that employees are happiest in family run businesses compared to those in other firms. The Institute for Family Business (IFB) Research Foundation with UCG report produced by ...

Linda Mack of Mack International will co-lead a closed-door family office roundtable on succession planning at The European Family Office and Private Wealth Management Forum. Hosted by Opal Financial Group, the Forum will be held June 5 - 7, 2013 at ...

Singapore wealth manager under fire amid crackdown Details Written by REUTERS SINGAPORE - The email landed at a tough time for David Chong, the colourful founder and chairman of Portcullis TrustNet, one of Asia's biggest wealth advisory companies.