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.
4 financial planning steps for clients with Alzheimer’s
By Danielle AndrusAdvisors should address these issues with clients early while they can still make their own decisions about their care.
October 15, 2015
5 hacks to engage with HispanicsFocus: How can we effectively market to individuals who place such a large emphasis on their culture and have the largest buying power in the U.S.?
October 14, 2015
Protecting Clients’ High-Value Homes From Winter ColdPlanning ahead and getting proper help, now, for your HNW clients will maximize the probability of a safe, worry-free winter. After all, winter is coming.
October 12, 2015
Referrals: It's all about who your client knowsHere are a few tips on how to do your homework and investigate who your client is connected to.
October 01, 2015
Family wealth advisors struggle to price their servicesStudy finds increased longevity, more complex taxes complicate needs of wealthy families.
October 01, 2015
Family wealth advisors struggle to price their servicesStudy finds increased longevity, more complex taxes complicate needs of wealthy families.
September 30, 2015
Family Wealth Advisors Struggle to Price Their ServicesThe lives of wealthy families have become increasingly complex, making it harder for family wealth providers to set client fees, according to a new study.
September 23, 2015
The key to workplace happiness? Free food.A study suggests offering employees free food is an easy way to keep them happy and productive.