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.
How not to close
By Jill KonrathIf you focus on the business value of your products, your prospects will close you.
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.
December 19, 2012
More than six in 10 in U.S. paying attention to fiscal cliffAmericans' level of interest in the news surrounding the fiscal cliff negotiations remains about the same as it has been since the beginning of the month.
December 14, 2012
Respecting your prospect’s marital privacyPlan the pace of your first meeting wisely, and you'll have no trouble getting a second.
December 13, 2012
Will seniors ever retire?A heart-to-heart between a dad and his son takes an odd turn as the Generation Xer discovers a hard truth: Some seniors just wont retire. Ever.
December 10, 2012
Falling birthrates: The threat and the dilemmaAre more people choosing to pass on the time, expense and self-sacrifice of having kids?
December 06, 2012
International Protector Group Offers New Family Office ServiceUsing recent Bahamas legislation, HNW families set up wealth protection structures.