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Richmond, Virginia-based Massey Family Management/Triad LC Joins Signature Family Wealth Advisors
Succession Planning Results in Merger with Multi-Family Office Norfolk, VA – January 17, 2018– Signature Family Wealth Advisors, an independent multi-family office and family wealth management firm, is pleased to welcome Massey Family Management/Triad LC. The families of Ivor and Gene Massey will become clients of the firm, and Triad team members will be joining... View Article
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Richmond, Virginia-based Massey Family Management/Triad LC Joins Signature Family Wealth Advisors
Succession Planning Results in Merger with Multi-Family Office Norfolk, VA – January 17, 2018– Signature Family Wealth Advisors, an independent multi-family office and family wealth management firm, is pleased to welcome Massey Family Management/Triad LC. The families of Ivor and Gene Massey will become clients of the firm, and Triad team members will be joining... View Article
Finalist in Premier Industry Awards
Signature Family Wealth Advisors has been named to the short list of finalists for the Family Wealth Report Awards and the Private Asset Management magazine awards for 2018. These awards showcase the “best in class” in global wealth management and global private banking. They were designed to recognize companies, teams and individuals which have demonstrated... View Article
David Jallits – CIO – Market Commentary – September 30, 2017
Letter from the CIO “One great use of words is to hide our thoughts.” Voltaire (1694-1778) While I enjoy Voltaire, I do not intend to use this memo to hide my thoughts, but rather to share some of them with you. There are many issues that exist in today’s world which could negatively impact your... View Article
Important Disclosure
Articles, Newsletters and Commentary All information provided in all Articles, Newsletters and Market Commentaries or other pages included on our website is for informational purposes only and no warranty is either expressed or implied by their presentation. The information presented or discussed is not, and should not be considered, a recommendation or an offer of,... View Article
Barron’s names Signature a “Top RIA Firm”
Signature Family Wealth Advisors has been named to the 2017 list of the Top 30 RIA Firms by Barron’s. Signature was ranked 27th out of the Top 30 RIA Firms. The Barron’s ranking includes independent advisory firms and is based on assets under management, retention, and many other factors that contribute to providing broad and... View Article
Xandra Pendergrass, Family Office Exchange Conference Speaker
Xandra Pendergrass, Chief Operating Officer, was a featured speaker at the recently held 2017 FOX Financial Executives Forum hosted by the Family Office Exchange. The conference is designed to share and discuss the latest developments in technology, insurance, taxes, security, and family office processes. Having experience in large, multi-national financial organizations, Xandra brings her expertise... View Article
Philanthropy & Strategic Planning
At Signature, we consider the many opportunities people have for their wealth. Creating a comprehensive plan to accommodate the goals, needs and wishes of the family is the cornerstone of the work we do. When philanthropy is part of that plan, Signature works with client families to create a thoughtful robust strategy.
Signature Scholars – Venture Capital: An Asset Class Matures
Letter from the CIO Given Signature’s culture of curiosity and the inquisitive clients we are fortunate to serve, I wanted to change things up a bit with this quarterly letter. First, I did not author it. That distinction belongs to Randy Castleman. Randy is a long-tenured venture capital investor and has been working with Signature... View Article
Signature – on the road
The Signature team makes frequent appearances at wealth management conferences, investment forums, family office gatherings and industry events. Recently members of our team have appeared as speakers at the following events: 2017 Andrew Gorczyk, Portfolio Manager: What Family Offices are Looking for in Private Equity Now?, Partner Connect Conference, New York Xandra Pendergrass, Chief Operations... View Article
Anne Shumadine honored with College of William & Mary Award
William & Mary article Signature Family Wealth Advisors Chairman, Anne Shumadine, was honored with the prestigious T.C. and Elizabeth Clarke Medallion on Tuesday, March 28. Established in 1975, the award is the highest honor given by the Raymond A. Mason School of Business at the College of William & Mary. The Medallion is given to... View Article