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.
Economic Lessons of the Home Market, and Why Pessimism Seems Right
By Mike PattonAdvisor Mike Patton learns a lesson from his own home-buying experience, and suggests why economic pessimism right now seems about right.
November 24, 2010
Happy ThanksgivingWe hope that you, your loved ones and your business associates are having a great holiday. We will be sending you our next newsletter Monday.
November 23, 2010
Single Family Offices' Top Challenge Is InvestingFamily Wealth Alliance study outlines concerns and trends for single-family offices.
November 15, 2010
NADP: Dental Enrollment Falls 5.7%Layoffs and benefits cutbacks caused national dental plan enrollment to fall 5.7% in 2009, to 166 million.
November 12, 2010
Personnel Changes: Philadephia Financial, GenSpring, AonPhiladelphia Financial, Plymouth Meeting, Pa., announced it has hired Ken Kilbane as executive vice president of strategic initiatives.
November 11, 2010
Single Family Offices to See Big Changes, IPI FindsThe great majority of ultra wealthy families have a single family office, and a significant number of these predict material changes in the next 12...
November 09, 2010
Measuring the Performance of a Family Wealth ManagerA new study form the Family Office Exchange and Harris myCFO says this review becomes a strategic plan for the family and advisors.
November 09, 2010
Moving to the Cloud for My CRMMike Patton's latest landmarks on the Road to Independence? Moving his office back home, changing his CRM software, and shifting his practice's Web site and client portal.