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.
Class Warfare
By Richard HoeIs all the talk about raising taxes on the rich good sense, or is it just class warfare?
January 17, 2012
Safety First: Single-Family Offices See Growing Demand for Security ServicesThreats to security are on the minds of the most affluent segment of population today, and more and more single-family offices are offering services to deal with these problems, according to new research released last week by Rothstein Kass Family Office Group.
January 13, 2012
Heritage Planning Pt. 4: Creating a Family Story and LegacyFor your consideration: the process of creating a familys living chronicle for the client and the client's familya heritage statement
January 12, 2012
Fidelity Introduces WealthCentral App for iPadsFidelity Investments announced Thursday that it had developed an iPad app for independent advisors and family office professionals using Fidelity WealthCentral, its open technology platform.
January 06, 2012
Week in Pictures | January, 6 2012Mitt Romney and Rick Santorum both claim victory in Iowa with the latter being defeated by only eight votes, the arsonist who terrorized Los Angeles is apprehended and the Occupy Movement rings in the New Year in Zuccotti Park. This and more in this week's Week in Pictures.
January 06, 2012
Your WOW Factor: Create a Compelling Story to Help You and Your Agents Achieve Success!Its human nature see what others are doing before we act, but stealing a page from your competitors play book could be the worst thing you could do.
January 06, 2012
Your WOW Factor: Create a Compelling Story to Help You and Your Agents Achieve Success!Its human nature see what others are doing before we act, but stealing a page from your competitors play book could be the worst thing you could do.
December 26, 2011
Alone With Your ThoughtsWho in their right mind wouldnt want to be a financial advisor? The money, the exotic award vacations and the freedom of running your own business are just a few of the reasons many are drawn to the career. Its one of those jobs that outsiders look at and say,...