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: 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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SFO Index-Tracking: The Benefits

SFO Index-Tracking

Richard Wilkie and Vince Ralph highlight the benefits of SFO Index-Tracking in this comprehensive white paper for Family Office Association.

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SFOs Managing Wealth: Top Trends

SFOs managing wealth

SFOs managing wealth for ultra high net worth families is a top trend for a reason. This white paper explores the trend.

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