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.
Know your customers wherever they are
By Staff WriterFor sellers of every kind, consumer data is more available then ever before. That's the good news. The bad news? Most have no idea how to connect these data points.
October 25, 2012
Successful wealth transfer demands strong relationship managementA strong plan is essential to retaining family members as clients when wealth is transferred
October 23, 2012
18 Critical New Policies and Procedures for 2012–2013Has your firm updated its policies and procedures to reflect substantive regulatory changes resulting from Dodd-Frank?
October 23, 2012
Successful Wealth Transfer Demands Strong Relationship ManagementBeyond the obvious financial connection between advisors and their clients is the often-overlooked personal connection.
October 18, 2012
Single-Family Offices Feel Effects of Dodd-Frank: StudyNew regulatory rules required many family offices to register with the SEC as investment advisors.
October 09, 2012
Why “makers” vs. “takers” is the wrong conversationPeople living on low incomes are more entrepreneurial than you'd think, says the recent recipient of a MacArthur Foundation "genius" grant.
October 08, 2012
New Threshold Wealth Management Focuses on Mid-Range WealthyJust below the level of wealthy multigenerational families are private individuals and families who require personalized investment advice and financial planning, but without the panoply of other family office services.
October 02, 2012
An Advisor (and Client) Wish List for the Next PresidentIs it too much to ask for some simplicity, common sense and logic from our Commander-in-Chief?