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.
Geography of Risk: Helping HNW Families Trim Costs, Boost Protection
By John PaoliniHow family office managers can use blanket coverage to insure multiple, geographically dispersed homes.
May 28, 2011
Advisors: Stop making 'house calls'If a client or prospect isn't willing to come to your office, find out why and develop a solution. Below are two common excuses advisors hear and solutions that avoid having you travel around town to meet clients and prospects.
May 28, 2011
Advisors: Stop making 'house calls'If a client or prospect isn't willing to come to your office, find out why and develop a solution. Below are two common excuses advisors hear and solutions that avoid having you travel around town to meet clients and prospects.
May 23, 2011
LTC: 3 keys to face to face presentationsEducating, not selling your client is key, says Marc Jacobson, of Marc Jacobson & Associates in Northbrook, Illinois. Jacobson lists the three important rules to keep in mind: Be brief, be smart, be done.
May 16, 2011
Campden Media Relaunches Family Business, Family Office WebsitesCampden, which also has offices in New York and Singapore, provides proprietary research, conferences, news and networking opportunities to ultra high-net-worth financial and business-owning families and their family offices and advisors worldwide.
May 12, 2011
In Family Business Succession, Trust Plays Big RolePassing down a family business is an emotional process, and key factors need to be in place in order for the transition to succeed, according to a new study published Thursday in Family Process, a peer-reviewed journal from Wiley-Blackwell.
May 10, 2011
5 unique ways to engage prospects with videoAre you using video to connect with prospects, clients, referrals and potential alliances? Did you know that a website with a video is 53 times more likely to come up on the first page of results on Google than the exact same page without video?
May 09, 2011
Why Should Wealthy Parents Get Teens Involved in Giving?‘Lower substance abuse and pregnancy rates,’ for one thing; ‘correlation between philanthropy and maintaining wealth,’ for another, says Julie Williams Lytle.