09/26/2014
Throughout August, Raymond James financial advisors and associates across the country donated time, money and goods as part of the firm’s fourth annual Raymond James Cares Month. More than 1,400 professionals in 27 states volunteered 3,985 hours for
09/25/2014
Family Office Exchange, a global membership organization of private family enterprises, their family offices, and key advisors, turns 25 years old this month and will celebrate this milestone achievement at the 2014 FOX Fall Forum to be held in Chicago Oc
09/21/2014
When most people think of a “family business”, their mind instantly turns to some version of a little corner shop, most likely run by a husband and wife. If not that, as there are famous examples of very successful family businesses, then most
09/19/2014
The StreamSong professionals have a distinguished track record advising wealthy families and individuals, especially business owners that have engaged in selling their businesses and other clients that have undertaken significant wealth transfers.
09/12/2014
Technology is getting smarter, faster. Are you? Experts including the authors of The Second Machine Age, Erik Brynjolfsson and Andrew McAfee, examine the impact that “thinking” machines may have on top-management roles.
09/11/2014
A group of 11 family offices has committed to invest $300 million in clean energy, infrastructure, agriculture and water.
09/10/2014
Nobody said it would be easy to build up a multifamily office, much less one with national aspirations, as the Forbes Family Trust is finding out -- the hard way.
09/10/2014
An extension also must acknowledge that certain essential broker functions could not survive under the same fiduciary standard that governs investment advisors, adds Taft on a conference call with reporters this week.