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Cultivating the Affluent

[1]  17 18 19 20 21 22 23

Charitable Planning With Private Placement Annuities

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A private placement variable annuity (PPVA) investment account can generate significant incremental value for charitable assets.

Three Key Trends In The HNW Market

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There are a number of trends among the affluent that can have decisive implications for those professionals seeking to work with them.

Luxury Marketing Dollars Gone To Waste

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Untold dollars worth of luxury marketing are being directed to consumers who can't afford what's being sold.

What Is A Thought Leader?

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There’s a general consensus that being a thought leader can make a very significant and positive difference to the bottom line.

Defining The Single-Family Office

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While many single-family offices can be characterized as private investment firms that sometimes incorporate non-investment services, others can be more broadly defined.

Don’t Sell—Care

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Successful professionals talk less about themselves and their services and spend more time getting to know prospects.

A Doctor In Your Pocket

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Wealthy concierge healthcare clients are paving the way for the day when everyone will have access to immediate medical services through smartphones and other personal technologies.

The Culture Of 'M'

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M Financial Group CEO Fred Jonske says member firms differentiate themselves from competitors through client advocacy.

Luxury For Rent

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Watches and jewelry can now be added to the list of luxury items that can be rented by rich consumers.

How Elite Advisors Define Success

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Before advisors to the ultra wealthy can achieve success, they have to define what "success" really means, Russ Alan Prince explains in his Cultivating The Affluent column.

Power Question: Defining Expectations

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This month's question allows financial professionals to deal with clients and centers of influence who have unrealistic expectations about their services.

Marketing In The Age Of Transparency

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Four issues have broad implications for the relationships between wealthy investors, their advisors and private investment issuers, says Hannah Shaw Grove, executive editor of Private Wealth magazine.

New Firm Focuses On Impact Investing

by PW Staff

Madeira Global in New York City has been created by Christina M. Alfonso and Alexandra Cart to help high-net-worth individuals and family offices engage in impact investing.

Small World, Big Risks

by Raymond Fazzi

As the wealthy travel to remote corners of the globe, security experts fear they’re failing to take safety precautions.

You’re Good, You’re Great (So What!)

by Russ Alan Prince

Let’s presume you want to do more business with wealthier private clients. To start building your high-caliber clientele, you will need access.

SFOs Put Squeeze On Hedge Fund Fees

by Russ Alan Prince

There are more single-family offices than ever before and on average they’re controlling larger pools of assets.

[1]  17 18 19 20 21 22 23