Upmarket is where clients are wealthier than most of the clients a wealth manager currently works with.These clients are more profitable on a per-client basis...
In a 2023 survey of 421 wealth managers, 20% say they regularly bring up charitable giving with their wealthy clients. Another 45% will discuss charitable giving occasionally...
In a survey of 421 wealth managers, half said client referrals are the best way to get new high-quality clients, and 43% said that client referrals resulted in their best five clients...
Accountants are increasingly establishing wealth management practices. The choice of wealth management business model makes a great deal of difference to the success of the wealth management...
We hear a question from very successful individuals with solid growing businesses and marriage on their minds: "What about a prenup (prenuptial agreement)?” Our role is to walk them through...
Tremendous resources are being deployed to increase healthspan. Anti-aging trends have gone mainstream. Many wealthy in their 50s and older seek ways to extend their lives...
The baby boomer generation comprises people born between 1946 and 1964. They amassed tremendous wealth as they were in the right place at the right time...
