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.
Family Offices Expand Financial Protection to Include Physical Protection
By Kate McBrideAfter managing resources wisely, threat assessment, awareness and action may be the next big trend for your wealthy clients. Are you ready?
February 03, 2011
Advisors: 3 ways to improve your reach rateHow many offices are in your immediate vicinity? With all these offices and purportedly all of the people that work in these offices, where, oh where are all the prospects?
February 01, 2011
Location DislocationIndependent advisory firms are beginning to look more like broker-dealers every day.
February 01, 2011
Going Global: Campden Media Buys Institute for Private InvestorsLondon-based Campden Media, which offers publications, research, conferences and networking to ultra-high-net-worth families in the U.S. and Europe, Asia, the Middle East and Russia, has acquired the Institute for Private Investors.
February 01, 2011
Going Global: Campden Media Buys Institute for Private InvestorsThe combination provides a ‘robust networking community of peers.’
January 21, 2011
The most important step in asking for referralsThe most effective referral technique is checking in with a client to see if they recognized the value of the work you've done for them. Here are two sample conversations:
January 19, 2011
Would you hire these guys?The door opens and you step into the elevator. Instantly, you recognize the other person on the elevator as the prime prospect you've been trying to reach for weeks.
January 19, 2011
China’s Hu Meets Obama at White HouseTouching on a key source of tension between the U.S. and China, President Barack Obama greeted Chinese President Hu Jintao on Wednesday by stressing the need for nations to observe universal human rights.