News, Comment & Analysis results for Family Office Exchange
Exclusive: Family Wealth Alliance Shuffling Leadership Roles
The business-to-business organization, which was founded almost two decades ago, operates in a
Summary Of North America Moves In Wealth Management - December 2020
A round-up of senior moves in North American wealth management at the end of last year. Among
What’s Driving Reinvention Of Family Offices?
FWR reports from a recent discussion by family office figures about the shape of the industry and
Family Office Figure Joins UHNW "Strategic Introductions" House
Founded two years ago, Impact Partners describes itself as a public relations and strategic
Summary Of North America Moves In Wealth Management - October 2020
October was a brisk month for North American moves and hires, with standout changes at iCapital,
BNY Mellon's Wealth Arm Names New Family Office Head
The new head takes over from Eileen Foley, who retired at the end of last year.
Who's Moving Where In Wealth Management? - Cambridge Associates, FlowStone Partners
The latest senior moves in North American wealth management.
FOX Makes Senior Hire
There have been a number of high-profile arrivals and departures at the Chicago-based organization
Former FOX President Heads Firm's New Family Institute
Reports have noted that families often don't communicate enough about inheritance, philanthropy and
Former FOX President Resurfaces In New Role
Monnier had been FOX president for more than seven years. This publication also understands that a