Category: Advisors

Advisors

Wilmington Trust’s Sharon L. Klein Named to 2020 Forbes/SHOOK List of Top Women Wealth Advisors

Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S. Region, has been named as one of the top 200 advisors in the country on the Forbes Top Women Wealth Advisors list. This annual list recognizes the top 1,000 women advisors in the United States. Less than one-in-five of these top women advisors oversee $1 billion or more in client assets, and Klein is featured as one of them

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Advisors

EXCLUSIVE: UBP On Family Offices Venture, Asia Growth Strategy

Earlier this year Union Bancaire Privée, the private banking group, scooped the award for best pure-play boutique private bank at this publication’s Greater China programme. We managed to catch up with Eric Morin, CEO for Hong Kong and head of north Asia at the Geneva-based group, to ask him about its strategy and in particular, the firm’s recently-launched Family Offices Services arm.

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Advisors

1031 Exchange Covid-19 Extension Calculator

Legal 1031 Exchange Services, LLC, a national qualified intermediary for 1031 exchanges, and a subsidiary of Kensington Vanguard National Land Services, announced today that they have created a web based Covid-19 1031 exchange extension calculator.

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Advisors

Top Five New-Generation Family Office Advisers

Family office advisers who are experts in multiple disciplines can help family offices to navigate the ever-evolving global business environment and the many shifts and challenges it presents. All while ensuring the engagement of multi-generational family members across the board. Here’s a list of the top five experts every office needs: Communications Practitioner Communication plays a […]

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