Managers of Wealth Americas

Yerba Buena Financial Partners, LLC launches a Wealth & Estate Plan Second Opinion Service

Yerba Buena Financial Partners, LLC helps Entrepreneurs and Investors uncover opportunities in their personal finances

HighTower Group to Target Athletes, Celebrities

The move comes about six months after Morgan Stanley opened a unit to focus on this client niche

Stifel deal for Barclays unit would amp up ambitions to attract elite advisers

Acquisition target could add $47 billion in assets to St. Louis-based firm

The Importance Of Talent Management In An Accounting Firm-Base Family Office Practice

Accounting firm-base family office practices are potentially one of most lucrative niches for an accounting firm. One of the requirements for success is having the right people running the practice and working with the wealthy.

How Investment Professionals Can Access Single-Family Offices

Not surprisingly, the great majority of investment managers are introduced to single-family offices

nation's largest independent broker-dealer welcome independent wealth management firm

It had collectively serviced approximately $250 million of client assets, as of April 30, 2015.

Will you trust a robot to manage your money—when you’re 64?

That works in the early days of the era of the digital native, but will it still work when the digital natives turn 64?

Just What You Are Looking For?—Family Office Direct Investing in Search Funds By Raam S. Jani and Jake Townsend

Family offices are increasingly taking note of “search funds” as a private equity investment alternative within the broader private equity investment class.

Direct Investing: Considerations When Serving as a Family-Designated Director By Raam S. Jani and Jake Townsend

A family office or family investment fund making a direct investment in a company often gets the ability to designate one or more directors to the company’s board of directors.

Cross-Border Direct Investing by Mark Selinger

As the mid-market private company transaction market heats up, family office investors will find themselves competing for deals with strategic acquirers and private equity funds—not to mention independent sponsors and other family office investors w

Experts Provide Advice On Selling And Clienteling To The Super Rich

Annually, they spend over $45 billion on travel

Private Investments And Private Wealth

Most big money was created through equity, which means there’s a centuries-old relationship between entrepreneurism, ownership, and wealth

How an Israeli bank stiffed Washington

Bank Leumi is one of a vast number of banks that helped Americans dodge tax

Stifel reportedly in lead to buy Barclays' US wealth management unit

Stifel is currently negotiating key aspects with Barclays

In Hunt for Higher Profits, a New Frontier for Wealth Management

Lending, while not entirely new to the Street, is a key method for how firms are growing the bottom line

50 South Capital Launched by Northern Trust

Investment Subsidiary to Manage Alternative Assets

Bank of America is looking for a few good wealth managers

Members of the 30th Heavy Separate Brigade of the North Carolina Army National Guard salute.

Google executive chairman’s family office moves into hedge funds

By comparison, the still largely East Coast - based U.S. hedge fund business seems buttoned-up, preppy and almost normal.

Private equity takes aim at family offices

By aiming at these new pools of wealth, private equity is looking to reduce its reliance on state and corporate pension plans

Big Problem for Billionaire Clients: Who Gets the Family Business?

Many of the nation's billionaires are self-made, having bested their competitors and built massive fortunes.

Wealth and Asset Management