On occasion special circumstances, unusual events or items in the news lead The Lipson Group to prepare and distribute information of special interest to our clients. These reports can be accessed by clicking on the appropriate item listed below:
The Lipson Group White Paper—November 2009
The Lipson Group White Paper—April 2008
Recent problems at financial institutions prompted The Lipson Group to undertake detailed research into the safety of assets in various types of accounts maintained by clients. The resulting White Paper is designed to help clients and friends of the firm understand and evaluate the safety of their assets.
Bloomberg Wealth Manager—September 2004
Special Report: MULTIFAMILY OFFICES
The Lipson Group was included in a nationwide study of multifamily offices, published by Bloomberg Wealth Manager.
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