Q/A: Strengthening the Family Legacy Through Travel

Strengthening the Family and Its Legacy Through Travel
A Q&A with John Morris, Founder of True Latitudes on Family Legacy and Travel Overview Q: An important element of the lasting success of many affluent families is the regular family meeting. How can combining travel with a family meeting contribute to a more effective meeting, and therefore a more cohesive and lasting family legacy? [...]

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Q/A: Approaching SFO Executives & Wealthy Clients

A Q&A with Jane N. Abitanta, Founder/Principal Perceval Associates, Inc. Overview Q: Our provider members often ask, what is the best way for providers to introduce their services to single family offices and families of wealth at an Family Office Association conference? Q: when the opportunity presents a provider of services or products to have [...]

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Q/A: The Family Farm and the Modern Global Family

A Q&A with Charles Lowenhaupt, Chairman/CEO, Lowenhaupt Global Advisors Overview Q: Why are you now talking about family farms? Q: What kinds of families are interested in family farms? Q: What kind of nancial performance should one expect from a family farm? Q: How important are the other, non- nancial bene ts? Q: How does [...]

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Q/A: Wealth Advisory

A Q&A with Charles Lowenhaupt, Lowenhaupt Global Advisors, LLC Registered Investment Advisors (RIA) and Multi-Family Offices (MFO) The Hard Questions AR: Is the investment advisory business a true profession with educational requirements, professional ethics, comprehensive testing, internship for those entering the profession and yearly continuing educational requirements (i.e. physicians, attorney, accountants, engineers, etc.)? CAL: Certain [...]

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