TITLE

Foundation Source Teams With Mercantile

AUTHOR(S)
Kapler, Robert
PUB. DATE
December 2003
SOURCE
Bank Technology News;Dec2003, Vol. 16 Issue 12, p30
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Introduces Family First, a suite of services to address the wealth management needs of philanthropy, education, and family governance, from Foundation Source. Views of some executives regarding the program launch of Foundation Source; Specification of client companies Foundation Source has so far; Identification of problems that arise from a compliance standpoint, according to Doug Mellinger, vice chairman and co-founder of Foundation Source.
ACCESSION #
11690520

 

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