Private Wealth

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How Wealth Managers Can Optimize Tax Management All Year Long

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Michael Pass of Maxit discusses some of the biggest pain points for wealth managers when it comes to tax season.

Half Of Accounting Firm Wealth Management Practices Are Unsuccessful

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Many accounting firms' wealth management practices are not achieving the expectations and goals of the accountants.

Chicago's Wealthy Raise $66 Million For Fight Against Crime

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The donors include the Crown and Pritzker family foundations.

Ex-Citi Bankers Target Family Offices Across Americas From Miami

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Their plan is to help single-family offices from Latin America build real estate investment companies.

How To Capitalize On The Great Wealth Transfer

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Millennials are on track to become the wealthiest generation in history.

Why RIAs Are Dissatisfied When They Sell

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The level of total financial payout is the most critical factor determining satisfaction.

Post-Sale Business Owners Are Preferred Wealth Management Clients

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According to a survey of wealth managers, the preferred clients are business owners who sold their companies.

Single-Family Converting To Multi-Family Offices

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For various reasons, many single-family offices have or are opening or considering opening their doors to ultra-wealthy non-family individuals and families...

Converting Prospects To Clients

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Two factors are essential to generate organic growth successfully. One is connecting with high-quality prospects...

Finding The Right Wealth Manager

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It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with them...

The Difficulty Of Moving Upmarket

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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...

Chile Deal Seeks To Fast-Track Lithium Production

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Chile's state copper producer Codelco and the country's leading private lithium producer, New York-listed Sociedad Quimica y Minera de Chile (SQM), are thrashing out the details of a...

Single-Family Offices Are Exceptional Clients For Leading Private Client Lawyers

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Leading private client lawyers are legal professionals who engage in wealth planning services, including estate and asset protection planning...

The Best Wealth Management Business Model For Accountants

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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...

How To Consistently Get Client Referrals

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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...

How Wealth Managers Work Best With Wealthy Philanthropic Investors

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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...

Yemen's Huthis Will Be Undeterred By Red Sea Warnings

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The response by the Huthis—the Iranian-backed militant group controlling northern Yemen—to a warning from 12 countries 10 days ago to cease their attacks on Suez-Canal-bound shipping...

Why 'Being The First Call' Is Key To Billion-Dollar AUM Success

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When two top RIA leaders tell me the same thing, I pay attention...

BofA Sued Over Alleged Conflicts In Washington Commanders Investment

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Bank of America, Merrill Lynch and other bank subsidiaries have been sued by a billionaire investor who alleges the bank had a conflict of interest when it represented him while making an...

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