Families offices should take steps to build trust among their members as well as with the public at large, says the executive director of the Family Office Exchange.

Investors saved $4 billion last year thanks to lower fees, wealth managers are still too vulnerable to down markets and accounting firms partner on wealth management.

A sale to a child may appear easier than a sale to a third party. Not so fast.

Clients will be facing both reductions and increases.

Federal District court rules that the gift agreement is binding.

Address family relationship dynamics to avoid conflicts and achieve success.

The effect of the Tax Cuts and Jobs Act of 2017.

Some items of particular interest to charities, advisors and their clients.

Impact investing still lacks accurate data, Detroit is becoming attractive to advisors and Kestra adds Questmont Strategic Wealth Advisors.

These firms are finding their value to the family extends far beyond investment management.