How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Amelia Renkert-Thomas, joint managing director of Withers Consulting Group, joins us to discuss client councils and how useful they can be in a family office context.
On July 10, 2014 Swann Auction Galleries in New York held their semi-annual sale of African-American Fine Art: The Shape of Things to Come: African-American Fine Art...
Wealthy families are increasingly turning to valuable collections–fine art, wine, jewelry and antiques–for investment diversification as well as aesthetic enjoyment. But, these families and their advisors don't always manage...
Any wealth management professional knows that the investor comes first. When an advisor is working with successful professionals and high net-worth individuals (HNWIs), he or she recognizes that investment preferences are more than checkboxes on a...
