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.
Summer Doldrums? Time to Grow Through Media Exposure
By Bill BongiornoSummer offers a great opportunity for investment advisors and money managers to get some media exposure in addition to sun exposure. Investment professionals…
June 27, 2011
SEC Rule Defines ‘Family Offices’ Under Dodd-FrankThe SEC approved a new rule defining what kind of firm can call itself a “family office” and thereby be excluded from the Investment Advisers Act of 1940.
June 27, 2011
Fidelity Boosts Philanthropic Resources for Family OfficesFidelity Family Office Services in an alliance with Foundation Source is expanding the resources available for philanthropic planning for family offices.
June 23, 2011
Family Client Definition ExpandsThe final version of a new federal "family office" regulation includes a broader definition of the term "family client" than the U.S. Securities and Exchange Commission included in the version originally proposed.
June 23, 2011
Family Client Definition ExpandsThe final version of a new federal "family office" regulation includes a broader definition of the term "family client" than the U.S. Securities and Exchange Commission included in the version originally proposed.
June 20, 2011
4 tips to manage your mind, time, client boundaries and travelHere are four pieces of advice I gave to one of my clients on how to manage his mind, his time, client boundaries and appointment travel.
June 17, 2011
Geography of Risk: Helping HNW Families Trim Costs, Boost ProtectionHow family office managers can use blanket coverage to insure multiple, geographically dispersed homes.
May 31, 2011
Mission accomplishedWhen President Barrack Obama stood outside the Oval Office on the evening of May 1, 2011, to announce the death of Osama bin Laden, nearly a decade had elapsed since the events of Sept. 11, 2001.