Insights

News and Perspectives

Helping you stay up to date
on what's most important to you.

Featured News

Barron’s names Signature a “Top RIA Firm”

Barron'sSeptember 20, 2017

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

All News

Important Disclosure

September 20, 2017

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”

Barron'sSeptember 20, 2017

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

August 1, 2017

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

July 10, 2017

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

July 8, 2017

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

June 22, 2017

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

June 12, 2017

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   

David Jallits – CIO – Market Commentary – March 31, 2017

April 5, 2017

Letter from the CIO “Shall we play a game”? “Joshua” from the film War Games (1983) Often, as you have come to realize, the letters I write do not speak to current portfolio concerns directly but rather look down the road at distant issues we at Signature consider and debate.  Issues that if not dealt... View Article   

Andrew Gorczyk on “What Family Offices Are Looking For In PE Funds Now”

March 28, 2017

Andrew Gorczyk, Portfolio Manager, recently participated in a panel discussion on family office interests in private equity funds at the PartnerConnect East 2017 conference.   

ANNE SHUMADINE NAMED BEST MULTI-FAMILY OFFICE EXECUTIVE

Family Wealth ReportMarch 21, 2017

Anne Shumadine, one of North America’s foremost leaders in wealth management, was chosen as ‘Best Multi-Family Office Executive’ at the 3rd Family Wealth Report Awards 2017 on March 2, 2017. The glittering awards dinner was held at the exclusive Mandarin Oriental, New York. One of 5 individuals to be shortlisted in the category, the award... View Article   

Load More News