Mariellen Ward

The family office evolved

Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional […]

By Mariellen Ward |November 19, 2010

9 min read

Industry

The family office evolved

By Mariellen Ward |November 19, 2010

9 min read

Industry

Advising Immigrants

Time is the key. Providing financial advice to immigrants takes time, and virtually everyone we interviewed for this article said the same thing: appointments with new immigrants take a lot of time, whether they’re already familiar with wealth management and investing practices, like Vikas Saida’s clients from South Asia, or are new to much of […]

By Mariellen Ward |September 1, 2010

12 min read

Industry

The family office evolved

By Mariellen Ward |March 12, 2010

8 min read

Planning and Advice

Evolution of the family office

By Mariellen Ward |February 1, 2010

8 min read

Planning and Advice

The family office evolved

By Mariellen Ward |February 1, 2010

8 min read

Planning and Advice

How to cope with challenging clients

Imagine a client showing up in your office and saying: “You lost us all this money. I regret everything I’ve done with you.” Well, that’s exactly what happened to financial planner Betty-Anne M. Howard. “I was devastated,” she says. “Completely floored.” Betty-Anne fought the urge to argue. She stopped, drew a breath and said, “I’m […]

By Mariellen Ward |December 1, 2009

6 min read