Private Wealth White Papers

 

 

April 2013  

UPDATED
Wealth at Risk: How High Net Worth Families Overpay to Be Underinsured
 
ACE Private Risk Services

By failing to update their personal insurance program to reflect the wealth they have built, many high net worth families have insurance policies full of wasteful spending and dangerous gaps in coverage. This new white paper identifies the key areas of overspending and underinsuring based on a survey of more than 600 insurance advisors.  It shows how families can take advantage of savings opportunities and strengthen coverage to achieve more effective protection, often without a significant increase in premiums.
 

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April 2013  

Winning Advantage: The Financial Advisor Playbook for True Integration
 
SEI logo

With increasing client demands, the multi-trillion dollar baby boomer retirement, lingering fears of continued market uncertainty and ongoing volatility, advisors are facing the single most important era in the history of the industry. To achieve success in this new environment, they'll need to look at their businesses and the client experience with a new set of eyes. Ultimately they'll need to leverage new technologies that enable them to work smarter and connect with clients more often. Winning Advantage: The Financial Advisor’s Playbook for True Integration takes a sobering look at the costs and challenges created by the proliferation of technologies in today’s business environment, and offers clear steps to achieving the benefits of “true integration.”
 

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November 2012  
Art Storage: More than Just Art Christie's Fine Art Storage Services

The term "art storage" is something of a misnomer as it is not solely focused on the storage of paintings and sculpture. Art storage applies to the safekeeping and preservation of a wide variety of property, everything from prints and jewelry to couture fashion and furniture. This paper details seven crucial characteristics you should seek in an storage provider for valuable property.
 

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