UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Succession Opportunity
By Bill MillerAre you planning on dying in your office staring at your Quotron?
March 17, 2013
Wrapped Up in a Blanket: Pros and Cons of Family Blanket PoliciesFamily blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.
March 15, 2013
When we die, and "doctors did everything they could," should our families watch?A study finds there is less mental strain on family members when they watch an unsuccessful resuscitation of a loved one.
March 12, 2013
Newly Wealthy Often Overpay to Be UnderinsuredThey often fail to adjust their insurance programs as they accumulate wealth, according to research released Tuesday by ACE Private Risk Services.
March 07, 2013
Want to Retain Client Assets? Get to Know Your Clients’ KidsThe time to address generational wealth retention for your practice is well before those assets change hands. Start with a family meeting.
March 07, 2013
When Bad Things Happen: Dealing With Tragedy in Your FirmWhen serious illness or death comes to a colleague or employee in a firm, the owner has a key role to play in allowing employees to grieve and adjust in their own ways before finding a new normal.