NEWS

• The art of investing

  
  

  One of South Florida’s hottest cities welcomed private investors from all over the globe last week, as gallery owners from North America, Latin America, … read more »

• Annex Wealth Management expands to Mequon

  Annex Wealth Management, a fast-growing independent investment advisory firm, today announced it has opened a second office location in Mequon, Wisconsin. http://www.mequonnow.com/userstoriessubmitted/235566791.html You need … read more »

• McLagan to shape WM industry with Scorpio acquisition

  London-based strategy and research specialist Scorpio Partnership will soon be acquired by McLagan, an Aon Hewitt company, with the mission to proactively cater to … read more »

• Family offices ramp up allocations to private equity

  There is a strong and growing interest in private equity among family offices and foundations, according to a survey undertaken by Private Equity International … read more »

• Advisors capitalize on recent partnership

  Financial advisors are given the opportunity to increase revenue and enhance overall business practices of their firms with The Platinum Elite Coaching Program, a … read more »

• Private banker launches wealth management firm

• BNY deepens commitment to HNW clients with new appointments

• Julius Baer buys Merrill wealth units in U.A.E, Bahrain

• PAM Breakfast Briefing: What family offices need to know about the JOBS Act

FEATURES

Threats among the affluent and their advisors

In this month’s issue of PAM, managing editor Kristen Oliveri sits down with global security expert Paul Viollis, CEO of Risk Control Strategies, to … read more »

Art Basel preview: What to expect at Art Basel Miami 2013

The 2013 Art Basel show in Miami Beach will debut on December 5 to December 8, 2013, featuring 258 leading international galleries. Arguably the … read more »

RESEARCH

Scorpio study shows confidence down, yet performance up

– Amber Morgan

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Rothstein Kass: SFOs to address security concerns

Single-family offices are delving into the world of safety and security as a way to protect their family and its wealth with many turning in-house to provide such services, according to a recent Rothstein Kass study coined Safe & Sound: How Single-Family Offices Are Addressing Family Security. “SFO executives operate with the understanding that their clients’ vast wealth makes them an appealing target for criminals,” Rick Flynn, principal and head of Rothstein Kass’ Family Office Group, told PAM.

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