by Hannah Shaw Grove, Rus Alan Prince and Richard J. Flynn
Building and cultivating a wealthy customer base is an important initiative for many types of professionals, especially those that specialize in addressing the unique needs of the affluent.
by Hannah Shaw Grove
When I first got into this business around 25 years ago, the typical millionaire was a white male in his 70s who had a high school education and owned a business.
by Hannah Shaw Grove
Founded 105 years ago to serve the Corning Glass family dynasty, Market Street Trust continues to evolve.
by Hannah Shaw Grove
Rick flynn has launched a new multifamily office that focuses on serving the wealthy and the famous.
by Hannah Shaw Grove
Notwithstanding Willie Sutton’s rationale for robbing banks, elite practitioners—advisors who are leaders in client satisfaction, longevity and profitability—know the real money...
by Hannah Shaw Grove
Understanding a family’s motivation for a wealth transfer can enhance
communications across generations.
by
Hannah Shaw Grove
The Family Office Association has new leadership and a renewed focus on the world's emerging generation of wealth.
by Hannah Shaw Grove
Trends and buzzwords are abundant in this business and one topic that’s getting a lot of traction these days is the idea of using wealth to leave a mark on the world. In other words: legacy.
by
Hannah Shaw Grove
Helping female clients deal with these traumatic, life-changing events is an opportunity to prove your mettle as a trusted advisor, says this wealth psychology consultant.
by Hannah Shaw Grove
I’ll start with the punch line: There is no simple, surefire solution for developing business with the ultra-high-net-worth investor.
