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.
Family Office Firm Makes A Deal
By Staff WriterGenSpring Family Offices L.L.C. has agreed to acquire Cymric Family Office Services.
December 08, 2008
Coventry Expands Into U.K.KCoventry First L.L.C., Fort Washington, Pa., has opened an office in London, the firm says.
December 02, 2008
The future of boomer homesHigh-tech home models are giving boomers a glimpse of what "assisted living" will be like 20 to 30 years from now. The Mercury News in...
December 01, 2008
Checklist for Involving Children in Family Philanthropy1. The family creates a philanthropic mission statement to help it consistently evaluate charitable requests. 2. Each family member participates in the philanthropic process and discussion. 3....
December 01, 2008
Experiencing the Power of PhilanthropyA family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...
December 01, 2008
Addition by SubtractionI have seen how money ruins families," says Louise Marie Cole, CFP, principal partner of Heritage Group of Companies in Toms River, New Jersey, and...
December 01, 2008
On Philanthropy, Is Your Client a Dynast?In last month's column, "The Fine Art of Planning with Collectibles," the discussion of valuable collectibles naturally led to the complicated issue of gifting to...
November 10, 2008
Not a Relaxed TimeThere are a lot of things converging all at once. My Web site is officially launched, my new office is under construction and will be...