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.
Blood & Money: Why Families Fight Over Inheritance
By P. Mark Accettura, J.D.Those clients fighting over family photo albums and Mom's jewelry are actually arguing about so much more. Here's how you can help defuse the situation.
June 25, 2012
Blood & Money: Why Families Fight Over InheritanceThose clients fighting over family photo albums and Mom's jewelry are actually arguing about so much more. Here's how you can help defuse the situation.
June 12, 2012
Family net worth drops to level of early '90s, Fed says (New York Times)A family with a net worth of $126,400 in 2007 was worth $77,300 in 2010.
May 30, 2012
A Novel ApproachCam Thornton seeks out the stories that reveal who clients are and what they value.
May 30, 2012
A Novel ApproachCam Thornton seeks out the stories that reveal who clients are and what they value.
May 24, 2012
A Novel ApproachNever heard of heritage planning? You will, if advisor Cam Thornton has his way.
May 16, 2012
An Overlooked but Key Role in an Advisory Firm: Office ManagerA good office manager can help you achieve growth by leveraging your people, structure and process. Heres how to identify such a person, determine what they should be doingand what you shouldnt.
May 16, 2012
Family Office Exchange Expands Its Outreach to Non-MembersThe Family Office Exchange last week rolled out the FOX Wealth Center to support investors and wealthy families in addressing the challenges of managing family wealth.