Family Offices Archive

Pitcairn White Paper Report 

Jan 12, 2009

As we enter 2009 with global markets still in turmoil and financial instability continuing to wreak havoc with many investment plans, family offices offer unique solutions to preserve their clients’ multi-generational wealth. ...

GenSpring Family Offices Acquires Inlign Wealth Management 

Jan 3, 2008

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...

Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	Industry Trends Surveys

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Poll

Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	Industry Trends Surveys

E-Newsletter Signup

Videos

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

Press Releases