I just found a PDF on family offices which lays out 5 differences between wealth management firms and family offices. Since I get many questions related to what family offices do and how marketers can reach them I thought this list may help: Top 5 Differences Between Wealth Management & Family Offices Clients informed of all the risks and advantages of every decision, thus empowering them to understand the impact of the choices they make and the effect on their long-term goals. They provide sophisticated investment advice and implementation to meet the customized needs of taxable families with complex wealth structures. They add value by working collaboratively, combining internal resources with a client’s team of advisors to develop unique solutions to ...

h1 style="text-align: center;"bHedge Funds Definition/b/h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"Hedge Funds Definition | Myths, Facts amp; Trends/span/b/h2br /a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://4.bp.blogspot.com/_wM_OZdOMR_Y/SUvOIXH13bI/AAAAAAAACrI/-nyWNrdiE0M/s1600-h/Hedge-Funds-Definition-Trends.jpg"img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 200px; height: 200px;" src="http://4.bp.blogspot.com/_wM_OZdOMR_Y/SUvOIXH13bI/AAAAAAAACrI/-nyWNrdiE0M/s200/Hedge-Funds-Definition-Trends.jpg" alt="" id="BLOGGER_PHOTO_ID_5281541631063219634" border="0" //a(http://HedgeFundBlogger.com) I just found a great informational report on hedge funds put out by Hedge Info. This report identifies top industry trends as:br /ulliDeleveraging amp; redemption notices/liliRedemptions + lossing = further losses/liliChange brings opportunity/liliThe 3 D's - Diversification, Darwinism and Due Diligence/li/ulWhy hedge funds are popular in the first place:br /ulliProducing above market returns over long periods of time/liliThe appeal of relatively uncorrelated returns/liliAccess to unique or illiquid asset classes only available to those with large amounts of capital or specialized knowledge/li/ulWhat is going to happen (according to this report)br /ulliMore regulation/liliHedge funds adapting to using less leverage overall/liliDue diligence will be even more important/liliThere is a ...

h1 style="text-align: center;"bNew Prime Brokerage Model/b/h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"New Prime Brokerage Model Emerging/span/b/h2br /a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://4.bp.blogspot.com/_wM_OZdOMR_Y/SUvGhHYSIaI/AAAAAAAACrA/bkbv9SI9Bmo/s1600-h/Prime-Brokerage-Trends.jpg"img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 134px; height: 200px;" src="http://4.bp.blogspot.com/_wM_OZdOMR_Y/SUvGhHYSIaI/AAAAAAAACrA/bkbv9SI9Bmo/s200/Prime-Brokerage-Trends.jpg" alt="New Prime Brokerage Model Emerging" title="New Prime Brokerage Model Emerging" id="BLOGGER_PHOTO_ID_5281533260240920994" border="0" //aThe credit crisis and the subject of counter party risk is proving to be the final nail in the coffin for the hedge fund industry's single prime brokerage model. Funds of all sizes now demand multiple custodial relationships.br /br /The problem the high-cost-structure leading a href="http://primebrokerageguide.com"prime brokerage/a firms now face is that without the assurance of the captive single prime model the economics of servicing smaller funds no longer make sense. This reality combined with the primes' decreased risk tolerance means that we are seeing a mass exodus away from the top-tier primes. Anecdotal evidence suggests that these ...

h1 style="text-align: center;"bBernard Madoff/b/h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"Bernard Madoff Hedge Fund Risks | Letterbr //span/b/h2br /a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://4.bp.blogspot.com/_wM_OZdOMR_Y/SUL7gaCq4MI/AAAAAAAACqI/asPyKc8uNIQ/s1600-h/Bernard-Madoff-Hedge-Fund-Fraud.jpg"img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 200px; height: 150px;" src="http://4.bp.blogspot.com/_wM_OZdOMR_Y/SUL7gaCq4MI/AAAAAAAACqI/asPyKc8uNIQ/s200/Bernard-Madoff-Hedge-Fund-Fraud.jpg" alt="" id="BLOGGER_PHOTO_ID_5279058247396548802" border="0" //aspan style="font-weight: bold;"Related to the Bernard Madoff hedge fund fraud case/span - A hedge fund investor just sent me a letter he received from his hedge fund of fund. This is interesting because funds are learning to react very quickly to these types of fraud events to separate themselves from the situation. It also points out that Madoff's hedge fund traded through and was its own custodian of the assets of their own hedge fund - a often frowned upon approach which most hedge funds do not use.br /br /span style="font-weight: bold;"Here is the letter:/spanbr /br /As many of you are aware, yesterday evening the SEC initiated proceedings against ...

h1 style="text-align: center;"bBernard Madoff/b/h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"Bernard Madoff Case amp; Hedge Fund Fraud/span/b/h2br /a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://2.bp.blogspot.com/_wM_OZdOMR_Y/SUKy3x3S9vI/AAAAAAAACqA/Vrcktmqe6jw/s1600-h/Bernard-Maddoff-Hedge-Fund-Fraud-Case.jpg"img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 191px; height: 200px;" src="http://2.bp.blogspot.com/_wM_OZdOMR_Y/SUKy3x3S9vI/AAAAAAAACqA/Vrcktmqe6jw/s200/Bernard-Maddoff-Hedge-Fund-Fraud-Case.jpg" alt="Bernard Madoff Case amp; Hedge Fund Fraud" title="Bernard Madoff Case amp; Hedge Fund Fraud" id="BLOGGER_PHOTO_ID_5278978384579458802" border="0" //aNews came out last night that Bernard Madoff may have fraudulently lost his clients up to $50B. He is accused of running a Ponzi scheme in what some say is the largest fraud case since Enron.br /br /This is going to encourage government officials to layer on additional regulation of hedge funds across the industry. The loose term "hedge fund" has led to a rapid expansion of the industry over the past 10 years but it also means that when any investment related bad press surfaces someone may have been running what gets referred to ...

h1 style="text-align: center;"bHedge Fund Manager Notesbr //b/h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"Hedge Fund Manager Profile Updatesbr //span/b/h2br /a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://4.bp.blogspot.com/_wM_OZdOMR_Y/SLP0nnKI5hI/AAAAAAAABlQ/JYTGJktpO4c/s200/Hedge-Fund-Tracker-Tool-Press-Releases.jpg"img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 200px; height: 131px;" src="http://4.bp.blogspot.com/_wM_OZdOMR_Y/SLP0nnKI5hI/AAAAAAAABlQ/JYTGJktpO4c/s200/Hedge-Fund-Tracker-Tool-Press-Releases.jpg" alt="" border="0" //a(http://HedgeFundBlogger.com) Looking to keep tabs on clients, potential clients or potential future employers? Our site tracks 1,000 hedge funds within our a alt="Hedge Fund Tracker Tool" href="http://richard-wilson.blogspot.com/2008/08/hedge-fund-tracker-tool.html" title="Track over 1,000 Leading Hedge Funds"Hedge Fund Tracker Tool /a and we are actively building profiles on these funds - and making them available with no registration required.br /br /Over the last 48 hours our team has updated the Hedge Fund Tracker Note profiles on 10 different hedge funds. These profiles include videos, articles, press releases and statistics which are publicly available on these funds.br /br /Here are links to these 10 updated tracker note profiles:br /ullia alt="Hedge Fund Blogger.com: Pershing Square ...

h1 style="text-align: center;"bIndependent Sales Consultant/b/h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"Independent Sales Consultant | Marketing Tipsbr //span/b/h2br /My favorite independent sales consultant is Jeffrey Gitomer who runs BuyGitomer. Why? Because he is a geyser of free helpful advice and information. He provides videos, weekly newsletters and inexpensively priced books which provide advice which can change your whole attitude and career. He gives away much more than he receives.br /br /Gitomer was an average sales professional until he decided to write a weekly sales column for a local newspaper. This column quickly grew and now is published in over 200 newspapers and magazines. His phone rings off each hour with new opportunities for him.br /br /Gitomer motivated me to write a book during my MBA program. It was awful, please do not read this book. What was great about this process though was it taught me the importance ...

h1 style="text-align: center;"bMark Dreier/b/h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"Marc Dreier Investment Fraud Case/span/b/h2br /a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://2.bp.blogspot.com/_wM_OZdOMR_Y/ST6b1tiL2TI/AAAAAAAACmw/maHF_6dezJE/s1600-h/Marc-Dreier-Fraud-Case.jpeg"img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 134px; height: 200px;" src="http://2.bp.blogspot.com/_wM_OZdOMR_Y/ST6b1tiL2TI/AAAAAAAACmw/maHF_6dezJE/s200/Marc-Dreier-Fraud-Case.jpeg" alt="Marc Dreier Investment Fraud Case" title="Marc Dreier Investment Fraud Case" id="BLOGGER_PHOTO_ID_5277827160383150386" border="0" //aHere are a series of articles and videos on the Mark Dreier investment fraud case:br /br /span style="font-weight: bold;"Resource 1: (12.8.08)/span Mix allegations of financial fraud with sophisticated investors, add in the arrest of a high-profile lawyer and you've got a good old-fashioned Wall Street scandal.br /br /Prominent New York attorney Marc Dreier was arrested at LaGuardia Airport in New York on Sunday night and charged with two counts of fraud in a $113 million scheme to defraud investors that he had allegedly engineered since October. His return to New York followed his arrest and three-day jail stay in Canada last week, where ...

h1 style="text-align: center;"bGate Clauses amp; Lock Ups/b/h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"Gate Clauses amp; Lock Up Periods for Investors/span/b/h2br /a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://1.bp.blogspot.com/_wM_OZdOMR_Y/ST6Vek9SU8I/AAAAAAAACmo/pisAcon781Y/s1600-h/hedge-fund-gating-clause-lock-up-periods.jpg"img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 200px; height: 160px;" src="http://1.bp.blogspot.com/_wM_OZdOMR_Y/ST6Vek9SU8I/AAAAAAAACmo/pisAcon781Y/s200/hedge-fund-gating-clause-lock-up-periods.jpg" alt="" id="BLOGGER_PHOTO_ID_5277820165874144194" border="0" //aHedge Fund Research's Global Hedge Fund Index was down 3.04 percent in November, after a drop of 9.26 percent in October (see FIN Alternatives a rel="nofollow" target="_blank" href="http://www.finalternatives.com/node/6269"article/a). That brings the index down 22.3% YTD through November. Continued poor performance has increased redemption requests, causing an increasing number of hedge funds to block investors from redeeming shares (see NY Times a rel="nofollow" target="_blank" href="http://www.nytimes.com/2008/12/05/business/05views.html?_r=1amp;ref=business"article/a). The increased addition of illiquid investments over the years (such as real estate and private equity) has caused many funds to start considering a new model that would require longer lock-up times for lower fees. High-water marks, which would force some under-performing ...

h1 style="text-align: center;"Baupost Groupbr //h1h2 style="text-align: center;"bspan class="Apple-style-span" style="color: rgb(102, 0, 0);"Baupost Group | Hedge Fund Notes/span/b/h2Please span style="font-weight: bold;"click/span on the image below to view a report on the top 15 security position of Baupost Group according to their most recent 13F filings with the SEC on November 14th, 2008.br /br /h2 style="text-align: center;"a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://spreadsheets.google.com/ar?id=pkKTjm5KKNaMjvhGl4u6-fA.10792673061126837719.5542208977823802783amp;hl=enamp;action=1amp;tile=0amp;rpert=20amp;tfe=qa_134amp;srow=0amp;fprt=falseamp;scol=0amp;ecol=undefined"img style="margin: 0px auto 10px; display: block; text-align: center; cursor: pointer; width: 539px; height: 154px;" src="http://3.bp.blogspot.com/_Fgf02l7GQmM/STjToS3DBsI/AAAAAAAAAZo/6x_YOKqPR-0/s320/cropped.png" alt="" id="BLOGGER_PHOTO_ID_5276199652675487426" border="0" //a/h2br /Shares mentioned within Baupost's most recent 13F filing included:br /ulli2020 Chinacap Acquirco Inc (TTY) /liliAcergy Sa (ACGY) /liliAcusphere Inc (ACUS) /liliAlliance One International Inc (AOI) /liliAlternative Asset Management Acqu ... (AMV) /liliAtlas Pipeline Holdings Lp (AHD) /liliAtlas Pipeline Partners Lp (APL) /liliAudiovox Corp (VOXX) /liliBorders Group Inc (BGP) /liliBreitburn Energy Partners Lp (BBEP) /liliCapitalsource Inc (CSE) /liliCapitol Acquisition Corp (CLA) /liliCenterplate Inc (CVP) /liliChina Holdings Acquisition Corp (HOL) /liliClearpoint Business Resources ...