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.
Senators Cite Deficiencies in FHFA's Oversight of Fannie and Freddie
By Melanie WaddellAs part of an ongoing series of hearings on how to reform housing finance, the Senate Banking Committee heard testimony on Tuesday from the Federal Housing Finance Agencys first inspector general, Steve Linick.
December 05, 2011
Heritage Planning, Pt. 2: The Future of Your Clients’ FamiliesA comprehensive solution to closing the gap in family heritage planning.
December 01, 2011
Top 10 Favorite Athlete-PhilanthropistsSome might say sports stars make too much money, but many of them do what they can to help others in need.
November 23, 2011
‘Love’ Your Employees, and Your Bottom Line Will Love You, Says Former CEOWhen Todd Patkin ran his company, he was fond of giving hugs to employees, saying that what they cravedmore than moneywas appreciation, respect and, yes, love.
November 17, 2011
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational PlanningIn the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.
November 15, 2011
HNW Risk Management at Home: Protecting Clients From Help and ContractorsMerely relying on referrals and job agencies wont protect high-net-worth clients, but taking these steps will.
November 12, 2011
What Would Your Kid Think of Your Sales Presentation?Would your child be proud of your sales presentation or bored by it?