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 plus side of special-needs planning
By Gordon BessJerry Hulick, CLU, ChFC, CLTC, leads the Special Care Planning Team for The Washington Group, one of the largest agencies in the country affiliated with Massachusetts Mutual Life (MassMutual).
March 07, 2011
The plus side of special-needs planningJerry Hulick, CLU, ChFC, CLTC, leads the Special Care Planning Team for The Washington Group, one of the largest agencies in the country affiliated with Massachusetts Mutual Life (MassMutual).
March 07, 2011
Don't ask -- don't getAs many working Americans, I work for a firm that generously offers a choice of major medical plans to its employees.
March 07, 2011
Nursing home allegation: Drugs used to 'chemically restrain' seniors?A San Diego, Calif., news station is reporting the allegation that senior patients in skilled nursing facilities in the area are being given powerful antipsychotic drugs in order to control their behavior.
March 04, 2011
Mickey Rooney Speaks of Elder Abuse to Senate Panel‘My money was taken and misused,’ the actor testified.
March 03, 2011
Wealthy Families Can Cut SFO Costs by Reducing ComplexityAre family members aware of the complexity-cost equation in the family office? It’s crucial to sustaining the services they value most.
February 28, 2011
The most important step in asking for referralsThe most effective referral technique is checking in with clients to see if they recognized the value of the work you've done for them.
February 23, 2011
Harris myCFO Hires Thomas Meilinger in National Sales RoleFamily office veteran to expand brand recognition with family offices and UHNW investors.