Family Office Trends

Snapping to Attention

What is a Family Office?

See Page 15 (B-57)

ANALYZING DIFFERENT APPROACHES TO ASSET DIVERSIFICATION

GenSpring executive, Chris Walters, will present at the International Wealth Management Forum.

GenSpring Hires Industry Veteran

GenSpring hires Walters to Lead the Western States

https://www.bankinvestmentconsultant.com/news/genspring-snags-rabobank-wealth-exec

10 Ways to Improve Your Finances Before Year-End - Bloomberg

10 Ways to Improve Your Finances Before Year-End

By Ben Steverman - Dec 12, 2011 11:43 AM ET

 

• http://www.bloomberg.com/money-gallery/2011-12-12/10-ways-to-improve-your-finances-before-year-end.html#slide8 

Reevaluate Risk

Chris Walters, executive vice president at CitizensTrust, is using the end of the year to discuss with clients how many risky assets, such as stocks, they can handle in their portfolios. In this market, "clients are getting bounced all over the place," he says. "If it's really stressing them out, then do they need to pull back?" One problem is the uncertainty in the financial and geopolitical outlook. "If it's driving you crazy now, it's going to drive you crazy in six months too," he says.