Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
RIAs, MFOs rated most appealing in high net markets
By Warren S. HerschSurvey respondents ranked the nine distribution channels most appealing for asset managers to address the needs of high net worth investors.
January 11, 2013
Ultra-HNW Families Don’t Cede Control to Advisors: StudyInstitute for Private Investors finds that as asset levels increase, families are less likely to abdicate control.
January 03, 2013
Creating a unique client experienceOne of the best ways to refocus and reenergize your business is to spend time breaking down your entire client process.
January 01, 2013
How not to closeIf you focus on the business value of your products, your prospects will close you.
December 21, 2012
Securing Your Clients’ InformationTwo common themes that have appeared during recent regulatory exams are the integrity of client assets and the integrity of clients information.
December 20, 2012
Devil Is in Insurance Policy Details When HNW Clients Are SuedThe wealthy fear being sued for some suprising reasons. Yes, insufficient liability coverage should not be one of those reasons, but you need to make sure there is coverage in three other key areas.