Nichols, who has conducted research and written extensively on the challenges unique to business-owning families, will discuss the ownership challenges of shared family wealth in her presentation "Understanding High Net Worth Clients."
The team manages more than $1.4 billion for approximately 50 clients, including families, foundations, endowments, unions and pension plans and joins HighTower from the Merrill Lynch Private Banking and Investment Group in New York.
In 2009, Fisher, whose 33-year-old firm is based in Woodside, Calif., broke ground on a second campus in Camas, Wash.
The SMICI, which measures monthly the confidence level of financial decision-makers in households that have $500,000 or more in investable assets, rose 6 points in February to a positive 4, which Spectrem said was its highest level since May 2011.
Although major banking corporation Goldman Sachs has come under increasing fire for slashing its philanthropic donations significantly in 2011, it should be remembered that the firm has stood as one of the leading lights in charitable giving over recent y
He said that of the assets being purchased from European banks, they consist almost entirely of U.S. loans, the FT reported.
Aspiriant was recognized as the top private wealth management firm, among those with more than $5 billion in assets under management, for unparalleled service to high-net worth clients and an innovative holistic approach to wealth management.