Redefining priorities

Former GenSpring veterans Andrew Mehalko and Steve Barimo revolutionized part of the family office industry when they co-founded a dedicated family investment office. Three … read more »



Straight to the source

The once traditional notion of ‘keeping it in the family’ is fast disappearing. PAM investigates the ways in which family offices are outsourcing various … read more »

Strike it lucky  

It’s no secret the price of oil has taken a battering in the past few months. But what does this mean for affluent investors … read more »


PAM 2014 private wealth industry survey

Increasingly complex and time-consuming regulatory requirements are the black cloud hanging over North America’s private wealth industry – but this hasn’t stopped an optimistic … read more »

Social issues top of millionaires’ philanthropy concerns

Almost two-thirds (64%) of millionaires are concerned about economic inequality in America, and most prefer to financially support charitable causes over political parties or … read more »