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.
Silver Bridge to Buy H&S Financial Advisors in San Francisco
By Michael S. FischerSilver Bridge, an independent wealth advisory firm headquartered in Boston, announced Tuesday, July 20, that it had agreed to acquire H&S Financial Advisors, a San Francisco-based wealth advisory boutique.
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.
July 14, 2010
A death of capitalismThe former CEO of Barnes & Noble and his family has been much in the news of late.