Family Office & UHNW - Empowering Family Dynasties
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Family Office & UHNW - Empowering Family Dynasties
Lugen Family Office Is The #1 UHNW Family Office Resource
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Dementia Diaries can educate all generations on the challenges of mental health - carehome.co.uk News

Dementia Diaries can educate all generations on the challenges of mental health - carehome.co.uk News | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
carehome.co.uk News Dementia Diaries can educate all generations on the challenges of mental health carehome.co.uk News The Dementia Diaries are now available in every Kent primary and secondary school and plans are under way to develop them into...
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The global rise of the family office | Lexology

The global rise of the family office | Lexology | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Family offices are helping high-net-worth families manage and increase their wealth, and their popularity is growing. With global wealth in the…
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TED2014: Charity work by Bill, Melinda Gates not without missteps

TED2014: Charity work by Bill, Melinda Gates not without missteps | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Bill and Melinda Gates, the richest couple in the world, long ago decided to devote the bulk of their wealth to charitable causes, reducing child poverty and illness in the developing world, and improving education in the United States. But in a candid interview with Chris Anderson, the curator of the TED conference in Vancouver, they acknowledged their great wealth hasn't saved them from making costly mistakes.
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Use of limited liability companies in estate planning - WRAL Tech Wire

Use of limited liability companies in estate planning - WRAL Tech Wire | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Use of limited liability companies in estate planning
WRAL Tech Wire
Editor's Note: Stuart B. Dorsett is a member of the Trusts and Estates Practice Group at Ward and Smith, P.A.
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Why Age Shouldn't Matter When Choosing A Financial Advisor

Why Age Shouldn't Matter When Choosing A Financial Advisor | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Individuals must consider many factors when choosing a financial advisor: expertise, credentials, types of services offered, how the firm charges and how much, whether his is a fiduciary, and if their philosophies are in line with each other.   
  
Another factor that some people confuse in their vetting process involves the idea of experience. It used to be that someone approaching retirement age would not consider working with an advisor who did not have the requisite amount of “gray hair.” This was not surprising.
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Questions To Ask When Clients Want To Lend Money To Children

Questions To Ask When Clients Want To Lend Money To Children | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
One of the more delicate situations that we as financial planners come across is helping clients decide whether to lend their children money when that child comes asking.

Few, if any financial decisions are more personal or emotional then when a person must decide whether to say "Yes" or "No" to a child. Helping clients navigate through these emotional and financial decisions can really help save them from heartache and grief down the road.

The first question to ask your clients is whether they actually want to lend the money.
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What Not to Do Immediately After Someone Dies - Family and Matrimonial - United States

What Not to Do Immediately After Someone Dies - Family and Matrimonial - United States | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
19 Mar 2014 - United States - Family and Matrimonial - What Not to Do Immediately After Someone Dies - Anderson Kill - The death of a loved one or dear friend is
one of the most traumatic events that we
experience.
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Study: It pays to be healthy in retirement

Study: It pays to be healthy in retirement | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
You can cut back on vacations, but not on medication and therapy.
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Roth IRA Conversions - Independent Press - 03/05/14 - Skloff Financial Group

If you convert pretax Traditional IRA savings to Roth IRA savings you gain two tremendous benefits. The first benefit is withdrawals from Roth IRAs are exempt (free) from income taxes.
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Billionaire Usmanov Aims at China After Selling Apple, Facebook

Billionaire Usmanov Aims at China After Selling Apple, Facebook | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
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Toy Store Owner Among Youngest Women Billionaires

Toy Store Owner Among Youngest Women Billionaires | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
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For Metro Vancouver's first-time home buyers, the bank of mom-and-dad is ... - Vancouver Sun

For Metro Vancouver's first-time home buyers, the bank of mom-and-dad is ... - Vancouver Sun | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Vancouver Sun
For Metro Vancouver's first-time home buyers, the bank of mom-and-dad is ...
Mr. House Hack's comment, July 15, 11:43 AM
Great Post
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Impressing Every Customer You Meet With Your Family Business

Impressing Every Customer You Meet With Your Family Business | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Impress your customers with the truth about your business-- it's a family one! Learn how in this post.
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Family Office Exchange Honored for Outstanding Contribution to Wealth ... - Virtual-Strategy Magazine (press release)

Family Office Exchange Honored for Outstanding Contribution to Wealth ... - Virtual-Strategy Magazine (press release) | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Family Office Exchange Honored for Outstanding Contribution to Wealth ...
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How To Grow The Number Of Women-led Tech Startups

How To Grow The Number Of Women-led Tech Startups | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
By Candice M. Hughes, PhD, MBA Everyone by now has heard the statistic that only 3% of tech startups are led by women (according to the Kaufmann Foundation Report). The immediate reaction this news triggered is a frenzy of programs to get girls interested in science, math and technology at an [...]
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Lowest Loonie In 5 Years

Lowest Loonie In 5 Years | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
TORONTO — The Canadian dollar fell heavily Wednesday to close below 89 cents U.S. for the first time since mid-2009 as markets interpreted comments by the chair of the Federal Reserve to mean the U.S. central bank could raise interest rates sooner than thought. Speculation about Fed intentions came a day after the governor of the Bank of Canada, Stephen Poloz, indicated that interest rate hikes in Canada could be further away than thought.
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Retirement Confidence Improves For A Few, Study Finds

Retirement Confidence Improves For A Few, Study Finds | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Americans� confidence in their ability to retire comfortably has improved from the record lows of the past five years, according to the Employee Benefit Research Institute (EBRI).

Eighteen percent of workers who participated in EBRI�s 2014 Retirement Confidence Survey are very confident of a comfortable retirement, up from 13 percent in 2013.

However, this increased confidence was almost exclusively among those with higher household incomes ($75,000 and up), and was also strongly correlated to respondent�s participation in a retirement plan.

�In fact, workers reporting they or their spouse have money in a defined contribution plan or IRA or have a defined benefit plan from a current or previous employer are more than twice as likely as those without any of these plans to be very confident (24 percent with a plan vs. 9 percent without a plan),� noted Jack VanDerhei, EBRI research director, and co-author of the report.

Retiree confidence in having a financially secure retirement, which historically tends to exceed worker confidence levels, says EBRI, has also increased, with 28 percent very confident up from 18 percent in 2013.

Confidence in being able to afford various aspects of retirement has also improved.
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Junk Bonds At $2 Trillion As Gundlach Pulls Back

Junk Bonds At $2 Trillion As Gundlach Pulls Back | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
The junk-bond bonanza that���¢�¯�¿�½�¯�¿�½s doubled the market to almost $2 trillion since the credit crisis has Jeffrey Gundlach heading toward the exit.

Less than 12 months after saying the Federal Reserve���¢�¯�¿�½�¯�¿�½s stimulus and a plunge in defaults would support the market for speculative-grade debt for another four years, the head of DoubleLine Capital LP is trimming its allocations. With borrowing costs for the least-creditworthy companies approaching a record low, junk bonds no longer provide enough of a buffer from rising Treasury yields as the Fed scales back its bond buying, said Gundlach, whose firm oversees $49 billion.

���¢�¯�¿�½�¯�¿�½They���¢�¯�¿�½�¯�¿�½ve squeezed all the toothpaste out of the tube,���¢�¯�¿�½�¯�¿�½ the bond manager said in a telephone interview from Los Angeles.
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Estate Planning 101: Leaving Behind a Good Legacy To Your Family

Estate Planning 101: Leaving Behind a Good Legacy To Your Family | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
There s a joke that life insurance agents often tell... They say that if you attend a wake and you see that the spouse is sobbing quietly, then the departed loved one most probably had life insurance.
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Alzheimer's takes heavy toll on women

Alzheimer's takes heavy toll on women | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
One out of every six women will develop the devastating memory loss of Alzheimer's in her lifetime – more than will get breast cancer, says a new study from the Alzheimer's Association.
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The Limitations And Benefits Of Social Media

The Limitations And Benefits Of Social Media | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
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Credit Suisse Vying For Africa Millionaire Clients

Credit Suisse Vying For Africa Millionaire Clients | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
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Family-Centric Portfolios

Family-Centric Portfolios | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
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Meet the 12 Most Generous Tech Leaders. . . And 6 of the Least  - Tech Philanthropy | Donors | Foundations - Inside Philanthropy

Meet the 12 Most Generous Tech Leaders. . . And 6 of the Least  - Tech Philanthropy | Donors | Foundations - Inside Philanthropy | Family Office & UHNW - Empowering Family Dynasties | Scoop.it
More than any other industry, the tech sector has the ability to create multimillionaires, and ... (Great article! Very inspiring to see the generosity!
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