To benefit and support our clients, we have established professional relationships with affiliated organizations in the wealth management industry. Through some of these relationships, we provide value-added services to our clients. In addition, we have provided below other resources that may be helpful to you in your wealth management research.
Bloomberg Personal Finance and Bloomberg Wealth Manager
Monthly magazines published by Bloomberg aimed at the affluent investor and affluent advisor marketplaces, respectively.
The BBB Wise Giving Alliance
The BBB Wise Giving Alliance was formed in 2001 with the merger of the National Charities Information Bureau and the Council of Better Business Bureaus Foundation and its Philanthropic Advisory Service. The BBB Wise Giving Alliance is a 501(c)(3) charitable organization, affiliated with the Council of Better Business Bureaus. The BBB Wise Giving Alliance collects and distributes information on hundreds of nonprofit organizations that solicit nationally or have national or international program services. It routinely asks such organizations for information about their programs, governance, fund raising practices, and finances when the charities have been the subject of inquiries.
The Family Office Exchange
Family Office Exchange (FOX) serves as an independent advisor to families of exceptional wealth, offering an education on complex financial issues and guiding the selection of appropriate advisors. FOX has built a community of over 300 family groups who collaborate with FOX in the review of global best practices for wealth enhancement, wealth preservation and private philanthropy.
A monthly publication targeted at the investment advisor and wealth manager marketplaces.
The Institute for Private Investors
Since its inception in 1991, the Institute for Private Investors (IPI) has provided innovative educational and networking resources to families with substantial assets and their advisors. IPI's primary goal is to change the way investors work with advisors and advisors work with investors, for the benefit of both. The Institute sells no investment products or consulting services, and the non-commercialism is a carefully guarded tradition. Membership dues are the sole revenue source of the Institute.
Owned by Equade Internet Ltd, Investopedia is "The Investing Education Site". The website hosts a comprehensive financial encyclopedia, tutorials on many aspects of the market, weekly educational articles on numerous subjects, and an index of frequently asked investing questions.
The Journal of Wealth Management
JWM offers practical and substantive analysis on investment strategies for high-net worth, taxable portfolios. It is the first publication to provide detailed, comprehensive research from practitioners and academics on the art and science of private portfolio management.
The National Center for Family Philanthropy
The National Center for Family Philanthropy was founded to encourage families and individuals to create and sustain their philanthropic missions. The National Center, a nonprofit, 501(c)(3) organization, was established in 1997 by a group of family philanthropists. It is the only national resource center that focuses solely on matters of importance to families engaged in philanthropy and their effective giving.
The Philanthropy Roundtable
The Philanthropy Roundtable is a national association of more than 650 individual donors, corporate giving representatives, foundation staff and trustees, and trust and estate officers. Its Associates include donors who are involved in philanthropy on a professional basis, as well as individual donors for whom giving is a serious avocation. The Roundtable is founded on the principle that voluntary private action offers the best means of addressing many of society's needs, and that a vibrant private sector is critical to generating the wealth that makes philanthropy possible. Its work is motivated by the belief that philanthropy is most likely to succeed when it focuses not on grand social designs, but on individual achievement, and where it rewards not dependence, but personal initiative, self-reliance, and private enterprise-in other words, where it seeks to expand, rather than restrict human liberty and opportunity.
Trusts and Estates
Trust and Estates online offers free information to consumers without requiring a subscription! Information such as "Find a local attorney", "Estate Planning Articles" and "Estate Tax and Probate Calculator." A separate site is dedicated to serving professionals. Professionals may find articles and calendar events, along with information about client brochures, online directories for prospective clients, and web presence.
The National Business Aviation Association
The National Business Aviation Association, Inc., based in Washington, DC, is a not-for-profit, nonpartisan 501(c)6 corporation dedicated to the success of the business aviation community. For almost 55 years, NBAA has served this community through its leadership efforts at all levels of government and business, both in the United States and worldwide.
The Association For Investment Management Research
International Swaps and Derivatives Association (ISDA)