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.
Wrapped Up in a Blanket: Pros and Cons of Family Blanket Policies
By Kathleen TierneyFamily blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.
March 07, 2013
Want to Retain Client Assets? Get to Know Your Clients’ KidsThe time to address generational wealth retention for your practice is well before those assets change hands. Start with a family meeting.
March 07, 2013
When Bad Things Happen: Dealing With Tragedy in Your FirmWhen serious illness or death comes to a colleague or employee in a firm, the owner has a key role to play in allowing employees to grieve and adjust in their own ways before finding a new normal.
March 06, 2013
If symptoms persist, text your doctorOr save even more time by friending them on Facebook or having them follow you on Twitter.
March 01, 2013
Broken trusts: The man who married his wife six timesFamily governance is key to avoiding the unintended consequences of incentive trusts, says Wilmington Trusts Tom Rogerson.
March 01, 2013
Broken trusts: The man who married his wife six timesFamily governance is key to avoiding the unintended consequences of incentive trusts, says Wilmington Trusts Tom Rogerson.
February 28, 2013
How has your advisor chosen to communicate with you?He uses everything: email, phone calls, stuff that comes in the mail. He’s very proactive when it comes to communicating. He’ll even text me…
February 28, 2013
Michael Milken Probed by SEC for Guggenheim Ties: ReportIn breaking news seemingly from 1987, the SEC is allegedly investigating whether the former junk-bond king violated his lifetime ban from the securities industry by acting as an advisor to Guggenheim Partners.