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Opportunities in Direct Investing, July 16-17, 2012

Saturday, May 19, 2012

Home Is Where the Heart Is

19 April 2012

Growing up on a dairy farm in Tryon, North Carolina holds much romantic fascination to the outsider (read: city dweller). It’s those endless green fields with cattle gently grazing; skies dipped in orange and Read more…

Let's Do Lunch

11 January 2012

“Let’s do lunch.” A.k.a. the power lunch, it’s a meal that by all means packs in some punches. And not just in the nutritional value of, say, duck a l’orange or the protein count Read more…

A Hallmark of Video Style

11 January 2012

From the time she was a little girl and could write, Iris Wagner would put together birthday card poems for family and friends recounting what they had done the previous year. “My mother used to Read more…

Seeing the Forest Beyond the Trees

14 December 2011

Thirty 6 Trees. Now, if your mind is conjuring images of the (fictional) grand Twelve Oaks plantation in Georgia that belonged to the Wilkes family in the novel-turned-film classic “Gone with the Wind” – Read more…

Philanthropy with a Twist

28 November 2011

“With a twist.” It’s become a popular phrase that has entered into the mainstream. A fizzy drink with a twist of lemon. Or a bowling alley that doubles as a DJ-ed nightclub. And philanthropy? Read more…

Headwaters MB and Source Companies Combine Forces

19 September 2011

Sometimes mergers make perfect sense. The merger between middle market investment bank Headwaters MB with advisory firm-to-family-businesses- and-family-offices Source Companies appears to be one of those deals. Why? The term 'headwater' is defined as: The water Read more…

Don't forget the Alt Text!

Family Office Group to Change Structure

15 July 2011

Members of Family Office Association will soon have the opportunity to own a piece of the group, much like country clubs that allow people to become equity members. Joseph Reilly, president of FOA, says there Read more…

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