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.
Burial Insurance Can Avert Shame (Chicago Sun-Times)
By thinkadvisorOfficials in Cook County, Ill. have brought back an old law requiring unclaimed bodies be donated to science. The policy, along with the poor economy and state budget cuts that eliminated financial assistance for burials, are making burial insurance vital for low-income families.
September 02, 2011
Cerulli Report Pegs Family Office Channel at Nearly $1 TrillionAsset managers are becoming increasingly aware that devoting attention to distributing their products within the family office channel is a lucrative opportunity full of growth potential.
August 29, 2011
Personal Spending Surges Even as Confidence Sinks: News AnalysisWhat matters more: consumers actual spending or an intangible general mood based on survey data?
August 15, 2011
Tips to achieve a drama-free workplace, Part 2By following these steps, you can shift yourself (and your team) away from drama and toward more enjoyable and productive tasks.
August 09, 2011
Tips to achieve a drama-free workplace, Part 1By following these steps, you can shift yourself (and your team) away from drama and toward more enjoyable and productive tasks.
August 03, 2011
FOX Offers Help on SEC’s New Family Office RegsWith family offices having until March 12, 2012, to decide whether they must register with the SEC or applicable state authorities, Family Office Exchange has a workshop to help them decide.
July 31, 2011
How to hire winners: 6 traps to avoid (part1)Steve owns a successful company. He has been in business for 10 years and has been profitable from the first month.
