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Quote of the week

"Table stakes' promises are important to every investor. After that, however, different promises appeal to different market segments,"

Pershing

Advisory Panel

Deirdre O'Byrne, Withers Bergman

Deirdre O'ByrneDeirdre represents families in a broad range of estate planning and tax matters, including charitable giving. She advises fiduciaries on trust and estate administration and probate. Deirdre's practice also involves advising charitable organizations on tax matters and corporate governance. Deidre leads the firm's US Family and Business Planning Group.

Ivan A. Sacks, Withers Bergman

Ivan A. SacksIvan provides trust, estate and tax planning advice to wealthy US and international families, with particular emphasis on cross-border wealth management. He counsels families on structuring and management of their closely-held enterprises, investments and family offices, the administration of large estates and trusts, and represents banks and trust companies on fiduciary matters. He also advises individuals on the acquisition of their personal assets, including jets, yachts and art. Ivan serves as the managing director of the New York office and heads the firm's Latin American Practice Group.

Tom Livergood, Family Wealth Alliance

Tom LivergoodTom is CEO of The Alliance, which serves as an independent advocate and resource to private families and firms that serve them. In 2009 The Alliance launched Alliance U, a groundbreaking standardized training program for wealth managers. Prior to founding The Alliance, Tom worked with the Family Office Exchange, Harris Private Bank and CIGNA Financial Services.

Rick Flynn, Head of Family Office Group, Rothstein Kass

Rick FlynnRick leads the Rothstein Kass Family Office Group and advises high net worth clients on wealth enhancement, wealth transfer and asset protection planning. As an advanced planning specialist, Rick advises business owners, executives, hedge fund managers, professional athletes and entertainers on personal financial affairs, including accounting, bill paying, budgeting, cash flow management, compliance, charitable contributions, tax minimization strategies and retirement planning. Rick has co-authored several books on related topics, including “Fame & Fortune: Maximizing Celebrity Wealth” and “The Family Office: Advising the Financial Elite.”

Robert J. Ellis, Principal, Fast Track Advisors LLC

Bob EllisBob is a Principal with Fast Track Advisors LLC, a New York consultancy specializing in the successful integration of technology and strategy to achieve superior profitability and operational excellence for wealth management firms. Bob was previously a senior financial services executive with over twenty years leadership of trust companies, banks, brokerages and asset management organizations. He is also the author of many wealth management industry reports with topics including UMAs, TAMPs, compliance, client segmentation, trust and wealth management platforms, and outsourcing. Bob is a Securities Principal, qualified CPA, college professor and Harvard MBA.

Charles Lowenhaupt, Lowenhaupt Global Advisors

Charles LowenhauptCharles is founder of Lowenhaupt Global Advisors. He is well known for his work with UHNW families globally. He is also Managing Member of Lowenhaupt Global Advisor's affiliated firm, Lowenhaupt & Chasnoff, LLC, the first U.S. law firm focused on tax law and established by Lowenhaupt's grandfather in 1908. Lowenhaupt was a Founding Advisory Faculty member of the Institute for Private Investors and is now an Emeritus Member of the Advisory Faculty. He is a co-founder and director of the Institute for Wealth Management Standards.

Aaron Gurwitz, Managing Director, Head of Global Investment Strategy, Barclays Wealth

Aaron GurwitzAaron advises investors on tactical asset allocation and helps identify risks worth taking and risks that should be avoided. He joined Barclays Wealth in September 2008 as part of the Barclays acquisition of Lehman Brothers' Private Investment Management (PIM) business in the Americas. He joined PIM in 2004 as Managing Director of Portfolio Advisory. Prior to that, he worked at Goldman Sachs for 16 years, serving in the Fixed Income Research, Municipal Bond, and Private Wealth Management departments. Prior to joining Goldman, Aaron was a senior economist at Salomon Brothers, the Federal Reserve Bank of New York, and the Rand Corporation. Earlier in his career he worked as an assistant professor of Economics at Michigan State University and as a Peace Corps Volunteer in the Republic of Korea.

News and Features

Expert Commentary

Private Client Resources

GUEST ARTICLE: Checklist For Success When Looking For An Outsourced Provider

Private Client Resources gives a "checklist for success" when it comes to pursuing an outsourced solution.

Private Client Resources

20 December 2013

Eliane Chavagnon

INTERVIEW: Helping Wealthy Families Maintain The Art Of Communication

Holding regular, face-to-face family meetings can help families to overcome some of the issues that can cause their wealth to dissipate over generations, says Claudia Sangster of CTC Consulting | Harris myCFO.

Eliane Chavagnon

5 December 2013

Susan Dauber

EXPERT VIEW: The "Third Pillar" Of Effective Year-End Tax Planning In Philanthropy

This is the first of a two-part article looking at tax planning and philanthropy issues. It is written by Susan Dauber, philanthropic advisor with Strategic Philanthropy.

Susan Dauber

30 September 2013

Eliane Chavagnon

INTERVIEW: UBS On Being Most But Not All Things To Ultra-Wealthy People

Ultra high net worth clients are interested in intellectual capital and sophisticated capabilities - they dont need to be sold anything, says John Mathews, head of UBS Private Wealth Management.

Eliane Chavagnon

7 October 2013

Joe Reilly

Exclusive Q&A On James Grubman's New Book About How Families Adapt To Wealth Across Generations

This month, Joe Reilly goes back to interview Dr James Grubman of FamilyWealth Consulting, about his new book: Strangers in Paradise: How Families Adapt to Wealth Across Generations.

Joe Reilly

11 December 2013

Marc Odo

Guest Opinion: Diversification In The Age Of Globalisation

Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.

Marc Odo

25 March 2013