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.
Born To Be Wild
By Daniel WilliamsBig 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 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.
June 17, 2011
Geography of Risk: Helping HNW Families Trim Costs, Boost ProtectionHow family office managers can use blanket coverage to insure multiple, geographically dispersed homes.
May 31, 2011
Mission accomplishedWhen President Barrack Obama stood outside the Oval Office on the evening of May 1, 2011, to announce the death of Osama bin Laden, nearly a decade had elapsed since the events of Sept. 11, 2001.
May 31, 2011
Coping with call reluctance (Part 4)Our series on the topic of call reluctance continues with ways to combat the problem.