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.
Special Needs Planning Special Report, Pt. 1: Merrill Releases a Calculator
By Marlene Y. SatterMerrill Lynch on Thursday premiered a special needs calculator for the parents and caregivers of special needs individuals. The calculator is designed to assist in calculating the amount of money necessary to sustain a special needs person throughout life.
December 12, 2011
Philanthropy Focus: US Bank and the UHNW, Pt. 2—EntrepreneursMichael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.
December 09, 2011
Five Characteristics of Ultra-High-Net-Worth InvestorsMany financial advisors dream of catering to the most elite investors seeking advice on how to invest their great fortunes. Here is an inside look into the attitudes and characteristics of the denizens of elite advisors mahogany-paneled executive suites.
December 05, 2011
Heritage Planning, Pt. 2: The Future of Your Clients’ FamiliesA comprehensive solution to closing the gap in family heritage planning.
December 01, 2011
Top 10 Favorite Athlete-PhilanthropistsSome might say sports stars make too much money, but many of them do what they can to help others in need.
November 23, 2011
‘Love’ Your Employees, and Your Bottom Line Will Love You, Says Former CEOWhen Todd Patkin ran his company, he was fond of giving hugs to employees, saying that what they cravedmore than moneywas appreciation, respect and, yes, love.
November 17, 2011
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational PlanningIn the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.