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.
The Secret of Building a Family Foundation
By Douglas K. FreemanOne of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families.
October 01, 2009
Give and TakeGiving to others usually suggests that donors feel they have enough for their own needs. But as bonuses, raises, and jobs themselves have disappeared and...
October 01, 2009
Concerning Culture and ControlIn a growing advisory practice, particularly one with more than one office, span of control becomes another big challenge. Cultural breaks often occur when satellite...
September 21, 2009
Court Rejects Ruling Against AAAA U.S. District Court in Washington has turned down a request from Bruce Schobel asking it to reinstate him as president-elect of the American Academy of Actuaries.
September 08, 2009
Government Change in Japan Tempest in a Teapot?Observers don't expect massive change from party shift
September 08, 2009
If you don't ask, you don't getNo More Cold Calling Get clear on your ideal client and ask for what you want. People will be happy to refer you. (Really!) Our clients know us, like us, respect our suggestions, and continue to invest with us. Of course they'll refer us,
September 04, 2009
Happy Labor DayWe hope that you, your loved ones and your business associates are having a great holiday.
August 31, 2009
Do you have a living will?When I first met with my advisor, it was part of our overall plan.