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.
Process Implementation: Moving Toward a More Efficient Office
By Joni YoungwirthSometimes the snag in a smoothly functioning practice is the advisor
January 31, 2012
Client family or database?Know your clients like family members, not just a name on a list.
January 24, 2012
Class WarfareIs all the talk about raising taxes on the rich good sense, or is it just class warfare?
January 24, 2012
Class WarfareIs all the talk about raising taxes on the rich good sense, or is it just class warfare?
January 20, 2012
Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008Family offices that oversee assets for ultra-high-net-worth European and American families made tactical adjustments but few strategic changes in the aftermath of the 2008 global financial crisis, according to a new survey.
January 19, 2012
Week in Pictures | January 20, 2012The Republican presidential field narrows, an iconic American company files for bankruptcy and yet another insider trading case makes the headlines. This and more in this week's Week in Pictures.
January 17, 2012
Safety First: Single-Family Offices See Growing Demand for Security ServicesThreats to security are on the minds of the most affluent segment of population today, and more and more single-family offices are offering services to deal with these problems, according to new research released last week by Rothstein Kass Family Office Group.
January 13, 2012
Heritage Planning Pt. 4: Creating a Family Story and LegacyFor your consideration: the process of creating a familys living chronicle for the client and the client's familya heritage statement