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.
Advisors: You are not a financial jukebox
By Simon ReillyOne of my clients said that at family events, his family members all want to talk about their investments that they have with him. Here is my suggestion for him.
June 30, 2011
Born To Be WildBig Jim Holt has sailed the seven seas, hit a gusher in Texas oil and experienced the economic crash of 2008 firsthand, but he's never as alive as when he's on the open road.
June 28, 2011
Reality check: What do prospects really think?Want to know what your prospects really think? Here are some things to look for.
June 27, 2011
SEC Rule Defines ‘Family Offices’ Under Dodd-FrankThe SEC approved a new rule defining what kind of firm can call itself a “family office” and thereby be excluded from the Investment Advisers Act of 1940.
June 27, 2011
Fidelity Boosts Philanthropic Resources for Family OfficesFidelity Family Office Services in an alliance with Foundation Source is expanding the resources available for philanthropic planning for family offices.
June 23, 2011
Family Client Definition ExpandsThe final version of a new federal "family office" regulation includes a broader definition of the term "family client" than the U.S. Securities and Exchange Commission included in the version originally proposed.
June 23, 2011
Family Client Definition ExpandsThe final version of a new federal "family office" regulation includes a broader definition of the term "family client" than the U.S. Securities and Exchange Commission included in the version originally proposed.
June 20, 2011
4 tips to manage your mind, time, client boundaries and travelHere are four pieces of advice I gave to one of my clients on how to manage his mind, his time, client boundaries and appointment travel.