Feature
EXCLUSIVE INTERVIEW: Clients Must Drop Investment Assumptions To Protect Wealth - Presidio Group
19 October 2012
Wealthy individuals and their advisors must realize that volatility is not the same as risk and accept that market gyrations can be a price worth paying if it means avoiding permanent losses, says Presidio Group.
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Annual Study Identifies Top Challenges For Single-Family Offices
18 October 2012
The top challenges for single-family offices in the current environment are regulatory rules, investment performance and security issues, the fifth Annual SFO Study from The Family Wealth Alliance revealed.
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EXCLUSIVE: A Detailed Look At Schwab Advisor Services' Consulting Program
12 October 2012
Schwab Advisor Services is running free immersive consultation programs for advisors. Here, Family Wealth Report talks to Schwab professionals and advisors who have been through the program.
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Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study
26 September 2012
Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a new study shows.
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Election Impact: Looming Tax Hikes And Uncertainty Haunt Wealth Managers
18 September 2012
The specters of rising taxes and continued political and economic uncertainty have become front-and-center issues for wealth managers as the US presidential election swings into high gear.
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Emergency Succession Series: Leading A Company After The Sudden Death Of The CEO/Owner
18 September 2012
Editor’s Note: This is the second part in a mini-series from Robert Deprez, founder of Deprez Leadership, on the impact of a CEO-owned business upon the death of the CEO/founder. The first part can be viewed here . The successor CEO cannot avoid the emotions that are present Thus far, the wide-ranging and powerful emotions resulting from the passing of the CEO have been discussed, the most prevalent being grief, fear about the future, insecurity and lost mental concentration (view here).
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Wealth Management Clients Face Stark Choice In Presidential Election
17 September 2012
The conventions are history and the campaign has swung into high gear. For the high and upper high net worth clients of wealth managers, the fiscal consequences of the 2012 US presidential election are unusually stark.
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Emergency Succession Series: Leading A Company After The Sudden Death Of The CEO/Owner
17 September 2012
Editor’s Note: Here, Robert Deprez, the founder of Deprez Leadership, gives some expert insights on the impact of a CEO-owned business upon the death of the CEO/founder, and ways for this difficult succession to be handled. This issue is particularly applicable to family businesses and family offices – where the personality of a matriarch or patriarch is often hugely influential . Part two of this feature will run tomorrow.
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INTERVIEW: Long Island Advisor On His Specialized Offering For HNW Families Impacted By Autism
14 September 2012
Charles Massimo, founder of CJM Wealth Management, launched a specialist offering within his practice around three years ago catering for families impacted by autism.
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INTERVIEW: Smartleaf On Wealth Managers' New-Found Focus In Tough Times
12 September 2012
Wealth managers are not reinventing what they are delivering clients in today’s tough environment, but they’re improving how it’s delivered, explains Jerry Michael, president of Smartleaf, the overlay technology provider.
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