Accountants
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Associations
Family Office Exchange Further Commits to International Growth
Family Office Exchange (FOX), the leading provider of research, education and networking services to private wealth owners, family office executives and wealth advisors, today reaffirmed its commitment to global growth, adding two more senior executives to its international practice based in London....
Dallas Lawyer Elected as Chair of the American Bar Association Section of Real Property, Trust and Estate Law
The American Bar Association Section of Real Property, Trust and Estate Law has elected Dallas lawyer Steve Akers as chair of the section....
Tenant-In-Common Association Encourages Highest Ethical Standards with New Best Practices Guide
The Tenant-In-Common Association (TICA) promotes the highest ethical standards in the commercial real estate industry with the release of its new 2008 Guide to Certain TIC Best Practices....
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Awards
David F. Woods, CLU®, ChFC®, LUTCF to Receive the Round Table of New York’s Lifetime Achievement Award
NEW YORK, NY – October 29, 2007 – The Round Table of New York announced today that David F. Woods, CLU®, ChFC®, LUTCF, President of the Life and Health Insurance Foundation for Education, (LIFE) will be the recipient of the organization’s 2007 Lifetime Achievement Award...
Banks
FineMark National Bank Trust Opens New Headquarters Upscale facility provides a better banking experience
The new FineMark National Bank Trust headquarters is now open for business in Riverwalk at Whiskey Creek, announced Joseph R. Catti, president and CEO....
BELL AND SANAK ASSIGNED TO KEY ROLES WITHIN COMPASS’ WEALTH MANAGEMENT GROUP
Compass Bank’s Wealth Management Group (WMG) today announced that its former Birmingham Market Executive, Douglas Bell, will now serve as director of fiduciary services and tax for the Group. In addition, Steve Sanak has joined WMG as regional executive overseeing the Alabama and Florida markets....
MASSMUTUAL COMPLETES ACQUISITION OF FIRST MERCANTILE TRUST COMPANY
Massachusetts Mutual Life Insurance Company (MassMutual) announced today it has completed its previously announced purchase of First Mercantile Trust Company from SunTrust Banks, Inc. (NYSE: STI). ...
Companies
News from Eugeria Management Services Simplifying Retirement Life
We all learn that life is about change right from the start, and as we get older change remains the only constant. Our retirement years are no different....
Family Offices
GenSpring Family Offices Acquires Inlign Wealth Management
PALM BEACH, Fla. – Jan. 2, 2008 – GenSpring Family Offices (formerly Asset Management Advisors), the wealth management firm for ultra high net worth families, announced today the acquisition of Inlign Wealth Management, LLC. Based in Phoenix and founded by Mark Feldman in 2002...
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Government and Laws
Former Federal Reserve Economist Vincent Reinhart Joins AEI
AEI president Christopher DeMuth announced today that Vincent Reinhart, former director of the Federal Reserve Board’s Division of Monetary Affairs, has joined the American Enterprise Institute for Public Policy Research (AEI) as a resident scholar in economic policy studies...
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Insurance
In progressive move, 21st Services forms independent
Services has created its first Medical Advisory Board. The Board, which is independent of the company, is an innovative approach in the life settlement industry...
David F. Woods, CLU®, ChFC®, LUTCF to Receive the Round Table of New York’s Lifetime Achievement Award
NEW YORK, NY – October 29, 2007 – The Round Table of New York announced today that David F. Woods, CLU®, ChFC®, LUTCF, President of the Life and Health Insurance Foundation for Education, (LIFE) will be the recipient of the organization’s 2007 Lifetime Achievement Award...
Investing
MASSMUTUAL COMPLETES ACQUISITION OF FIRST MERCANTILE TRUST COMPANY
Massachusetts Mutual Life Insurance Company (MassMutual) announced today it has completed its previously announced purchase of First Mercantile Trust Company from SunTrust Banks, Inc. (NYSE: STI). ...
Baft Launches Standardized Master Participation Agreement
The Bankers' Association for Finance and Trade is endorsing a new industry standard document today that will be used by European banks to facilitate the buying and selling of country and bank trade-related risk...
Calkain Companies’ Geller Closes Two Florida Transactions in October
Tampa, FL, October 25, 2007 - Calkain Companies, a national real estate investment brokerage firm, has procured the sale of two (2) net lease investments in Florida including Hollywood Video in Jacksonville, FL and Alltel Communications in Fort Myers, FL...
Law Firms
Park Sutton Advisors, LLC Formed to Provide Investment Banking Services to the Financial Services Industry
Park Sutton Advisors, LLC announced today the launch of a new investment banking boutique that will provide investment banking services to the financial services industry. ...
Park Sutton Advisors, LLC to Provide Wealth Management & Family Office Advisory Services
Park Sutton Advisors, LLC announced today the launch of a new wealth management boutique offering multi-family office services to high-net-worth individuals and families from Latin America. ...
Conyers Dill & Pearman, the offshore law firm, to open Moscow office
Conyers Dill & Pearman, the original pioneer of offshore law, today confirmed that it will be proceeding with the launch of an office in Moscow, Russia...
Not-for-Profits
Charities Aid Foundation America Launches New Website to Help U.S. Individuals, Families, Foundations and Corporations Step Up “Borderless” Philanthropy
CAFAmerica Also Gives Foreign Nonprofits Low Cost Means of Establishing U.S. Presence; Donor-Friendly Site Includes Option for Online Giving, More Information About Nonprofits....
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People
Family Office Exchange Further Commits to International Growth
Family Office Exchange (FOX), the leading provider of research, education and networking services to private wealth owners, family office executives and wealth advisors, today reaffirmed its commitment to global growth, adding two more senior executives to its international practice based in London....
Dallas Lawyer Elected as Chair of the American Bar Association Section of Real Property, Trust and Estate Law
The American Bar Association Section of Real Property, Trust and Estate Law has elected Dallas lawyer Steve Akers as chair of the section....
Pitcairn Taps Leslie Voth as President/COO
Pitcairn, a leading multi-family office helping families sustain generational wealth, today named Leslie C. Voth as president and chief operating officer...
Surveys and Studies
New ESG Manual From CFA Institute Centre Helps Investors Evaluate Environmental, Social, And Governance Factors
NEW YORK, June 24, 2008 – The CFA Institute Centre for Financial Market Integrity, the global policy authority on professional and performance standards, financial reporting, and capital markets, today launched Environmental, Social, and Governance Factors at Listed Companies: ...
U.S. Millionaires Grow at Slowest Rate Since 2003
CHICAGO, March 12 /PRNewswire/ -- America's millionaires are feeling the pinch. The number of U.S. households with a net worth of $1 million or more, not including primary residence (NIPR), grew just 2% in 2007 to 9.2 million, up from 9 million the year before, according to a new report, "Affluent Market Insights 2008," released today by Spectrem Group....
WealthCounsel® Estate Tax Survey with $10,000 Cash Award
Madison, Wis., Feb. 27, 2008 – WealthCounsel, LLC announced today that it recently launched a web-based survey soliciting input from the nation’s estate planning attorneys on the action they believe Congress will take prior to the expiration of the current federal estate tax rates. Following enactment of the new legislation, WealthCounsel will award $10,000 to the estate-planning attorney who was the first to correctly predict the estate tax exemption amount and marginal estate tax rate....
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Wealth Management Firms
Pitcairn Taps Leslie Voth as President/COO
Pitcairn, a leading multi-family office helping families sustain generational wealth, today named Leslie C. Voth as president and chief operating officer...
FineMark National Bank Trust Announces Plans for Bonita Springs Office
FineMark National Bank Trust plans to open a Bonita Springs office in January 2009, announced Joseph R. Catti, president and CEO. Construction has already begun on the new office, which is located at 10010 Coconut Road in the Brooks Town Center, near Coconut Point. ...
Todd Millay Named as New Managing Director of Choate, Hall & Stewart's Wealth
Boston, MA, April 9, 2008 Choate, Hall & Stewart LLP today announced that it has named Todd Millay as the new Managing Director of its Wealth Management Group....
