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.
Highmount Capital to Open Amsterdam Office
By Michael S. FischerHighmount Capital, a multi-family office based in New York and Boston, plans to open an office in Amsterdam by September and to add offices in London and Switzerland over the next year.
August 01, 2010
Six tips for getting onto talk radioTalk radio is a great avenue for getting your message in front of a wide audience.
August 01, 2010
Take the TestAs you may recall from last month, I hate taking tests. In fact, about the only way I take a test is if someone makes...
July 31, 2010
What kind of marketing tends to best attract your attention?I don't really like any marketing that I can think of.
July 26, 2010
Advisor strategy: Run it by the family firstRecently, I was speaking with top advisor Van Mueller about some of his best thoughts on productive strategies for those advisors newer to the business.
July 20, 2010
H.R. 4173: Goodbye Hedge Fund, Hello Family OfficeThe Dodd-Frank Wall Street Reform and Consumer Protection Act could end up increasing the popularity of family offices and equity-linked insurance products that don't use separate accounts.
July 19, 2010
H.R. 4173: Goodbye Hedge Fund, Hello Family OfficeThe Dodd-Frank Wall Street Reform and Consumer Protection Act could end up increasing the popularity of family offices and equity-linked insurance products that don't use separate accounts.
July 14, 2010
How to Establish a Family OfficeEstablishing a family office requires thoughtful planning that can provide many benefits for your wealthy clients.