News
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Top Trends in Wealth Management: Why a Single Family Office
- May 7, 2020
- Posted by: Family Office Association
- Category: Best Practices, Single Family Offices, Wealth Management, White Paper
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An increasing number of newly wealthy families are creating a single family office (SFO) to manage a range of financial, personal, and professional affairs…
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Podcast: A Mathematical Approach to Designing Your Equity Portfolio with Only 15 Positions! with Maneesh Shanbhag
- May 6, 2020
- Posted by: Angelo Robles
- Category: Investment, Podcast
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Podcast: David Sinclair, Ph.D., on Longevity, COVID-19, and Biotech
- May 5, 2020
- Posted by: Angelo Robles
- Category: Covid19, Health/Lifestyle, Podcast
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Podcast: Politics, the Economy and Investing with Anthony Scaramucci
- May 2, 2020
- Posted by: Angelo Robles
- Category: Economy, Investment, Podcast
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Podcast: The CARES Act and Variety of Family Office Planning Strategies with Dan Morris
- April 30, 2020
- Posted by: Angelo Robles
- Category: Covid19, Finance & accounting, Podcast, Single Family Offices
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Podcast: Advanced Global Family Office Tax, Structuring, and Estate Asset Protection with Thomas Handler
- April 28, 2020
- Posted by: Angelo Robles
- Category: Podcast, Single Family Offices
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Podcast: Managing Family Office Compensation and Recruiting Challenges During the Crisis with Trish Botoff, Ron Botoff & Linda Mack
- April 24, 2020
- Posted by: Angelo Robles
- Category: Covid19, Podcast, Single Family Offices
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Sustainable Spending Rates for Single Family Offices
- April 23, 2020
- Posted by: Wade Pfau, Professor of Retirement Income
- Category: Investment, Single Family Offices, White Paper
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Playing Ball on Running Water – The Strategic Importance of Human Resources for SFOs
- April 23, 2020
- Posted by: Dana Green, Consultant
- Category: Human Resources, Investment, Single Family Offices, White Paper
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The Problem with SFO Succession Planning
- April 23, 2020
- Posted by: Matt Wesley, Founder, The Wesley Group
- Category: Estate Planning, Single Family Offices
