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: Stop making 'house calls'
By Kristen LukeIf 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 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.
May 09, 2011
Wealthy Investors Say They’re Happier With Their Advisors: IPI StudyIt depends on your point view: Three years after the onset of the financial crisis, 63% of ultra high-net-worth investors are “fully satisfied” with their advisor relationships, whereas 95% of advisors find their firm’s clients are fully satisfied.
May 05, 2011
Fidelity Ultra-HNW Program Nears $2 Billion in AssetsFidelity Investments announced Thursday that its new program for RIAs with ultra-high-net-worth (UHNW) clients had, in only six months of existence, already reached nearly $2 billion in assets.
April 30, 2011
Advisor goals: Values are the DNA of visionValues are the DNA of fulfillment. When one lives their values, the fulfillment of their values generates positive feelings and positive beliefs.