Category: Industry Tips

Family Offices

Jersey: The Importance Of Governance In Family Offices

Families come in all shapes and sizes and it follows that there is no one size fits all approach when it comes to establishing an effective governance framework for a single family office (being a private organisation that manages the investments for a single wealthy family) or a multi-family office (being a private organisation which looks after the investments of multiple families).

Read More »
Family Offices

Unemployment Has Never Looked So Good

More than 36 million Americans have filed for unemployment in the Coronavirus pandemic. Some predictions suggest we could see as high as 15-20% of our entire workforce unemployed before all of this is over.

Read More »
Family Offices

How to Get Rich? Make a Lot or Save a Lot?

How does someone achieve financial security or even get rich? Is it by earning a lot or by scrimping, exercising thrift and saving a lot? Bloomberg Opinion writers Nir Kaissar and Barry Ritholtz met online to debate.

Read More »
Family Offices

5 Ways to Find the Right Prospective Clients

Building your business requires new clients – we all know that. But, how do you find those clients? One of the largest challenges any advisor faces, whether new or expe­rienced, is building and maintaining a prospect list. The standard suggestions on how to do this aren’t bad—many, if not most, advisors succeed using standard practices—but I have found a few tweaks that make the standard suggestions more efficient.

Read More »
Family Offices

Edward Jones: How We’re Adapting to the COVID-19 ‘New Normal’

No organization could have anticipated the unprecedented global implications of COVID-19. The swift and relentless nature of the pandemic impacted the global economy in ways not seen during previous crises. Businesses across all industries were faced with critical decisions as they executed business continuity plans.

Read More »