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.
Deerfield Financial Acquires Chicago Planning Firm
By John SullivanFormer NAPFA Chair Dick Bellmer's Indianapolis firm to expand into Chicago area with Bowyer, Weydert buy
May 31, 2010
Stow your files to keep clients safeMessy desks may be the sign of a creative mind. But they're also a big compliance risk.
May 28, 2010
Memorial DayWe would like to give our deepest thanks to any readers who have served or are serving in the armed forces and those with loved ones in the armed forces.
May 25, 2010
Prudential U.K. Unit To Employ 400 Near NashvilleJackson National Life Insurance Company plans to set up a regional headquarters office in Franklin, Tenn.
May 19, 2010
Cambridge Survey: Wealthy Families Report What's on Their MindsHigh-net-worth individuals and families share many portfolio concerns with not-for-profit organizations, but differences between the two groups exist as well, according to a Cambridge Associates survey released Monday, May 17.
May 19, 2010
New Greenway Family Office in St. Louis Serves High Net Worth ClientsJoan Malloy, a veteran wealth management specialist, and two partners have formed the Greenway Family Office in St. Louis to serve high net worth families through a multi-family office structure.
May 18, 2010
New Greenway Family Office Serves HNW Clients in St. LouisThe multi-family office focuses on ways a family's financial capital can support its human and social capital.
May 05, 2010
Huntington Bank Opens Family Office in Columbus, OhioHuntington National Bank in Columbus, Ohio, has opened the Huntington Family Office, initially to serve high-net-worth individuals and families in the Columbus area before expanding into other Ohio markets in the near future.