4 loss-prevention steps for HNW clients’ tangible assets
Advisors can provide a deeper level of service to their high-net-worth clients by regularly speaking about the importance of loss prevention.
4 Loss-Prevention Steps for HNW Clients’ Tangible Assets
Helping HNW clients to protect their art, jewelry, wine and other valuables from risks of physical damage, theft and the ravages of time.
7 Steps to Successfully Manage Tangible Assets
Here’s how to get your HNW clients to act to protect tangible assets like fine art and classic cars as they do their financial assets.
Ah, Spring! When HNW Clients Renovate Their Homes, With 6 Big Risks
An advisor may be asked for help in determining the best way to fund a home renovation, but there are also six discrete renovation risks that should be considered.
5 Big Security Risks for HNW Families
Shady characters are finding an increasing number of ways to get at HNW families’ money, thanks in many cases to rapidly changing technology. Here's how to protect those clients.
3 Steps for Adequately Insuring HNW Clients’ Art Collections
Don’t scream if your high-net-worth clients' fine art collections are underinsured; manage and maintain coverage by following these steps.
Water: Essential to Life; Deadly to Homes
Four questions on insurance coverage to help your HNW clients prevent disruptive and costly repairs due to water leaks.
HNW Risk Management at Home: Protecting Clients From Help and Contractors
Merely relying on referrals and job agencies won’t protect high-net-worth clients, but taking these steps will.
Managing the Risks of ‘Passionate’ Investing
What wealth managers need to understand about the risks of using HNW families’ fine art, jewelry, wine and other precious items as investments.
Clients at Risk: Confusing Home Market Values With Rebuilding Costs
When it comes to proper home insurance coverage, avoid the dangerous misconception arising from declining home values.