As we enter 2009 with global markets still in turmoil and financial instability continuing to wreak havoc with many investment plans, family offices offer unique solutions to preserve their clients’ multi-generational wealth.
The economic crisis experienced globally in the Fall of
2008 will have an impact on the behaviors and attitudes
of investors that will forever change the way individuals
invest, utilize advisors and rely upon financial
services organizations.
Greensboro: "I'm not going to sugarcoat anything. I listened to your 'Winning in Tough Times' webinar and that's exactly what we needed to hear.
After watching the value of her portfolio drop between 25 to 30 percent, one advisor's client recently asked him why she had to pay him fees when the value of her assets was going down.
U.S. households worth $1 million or more have seen their assets decline 30% during the current financial crisis, according to a new report released today by Spectrem Group (www.spectrem.com).
The Table of contents for the January 2009 issue of Trusts & Estates Magazine
Top advisory firms focus on organizational efficiency, time management and client communications.
Keep track of trust data and expedite trust administration