The Client: Family wealth/family office
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April 22, 2019Treasury Finally Gives Much-Anticipated Tax Shelter Guidance For Wealthy InvestorsRules are now clearer on how to use Opportunity Zone investments.No Comments
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April 9, 2019Here are the Clutch Moves to Ensure Client Wealth Transfer Keeps you in the PictureClients want to engage in financial education on their own time.No Comments
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April 5, 2019Conventional Wisdom on Next Gen Wealth Transfers Might Be Dead WrongLess than a third of HNW client’s kids actually move assets to new wealth managerNo Comments
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April 3, 2019How to Add Value -- and Keep Clients -- During Intergenerational Wealth TransfersSpend as much time as you can addressing this topic with your clients.
Transcript Video [ 5:57 ] No Comments -
March 27, 2019"Give Us More Red Tape!" Opportunity Zone Investors Implore IRSInvestors are crying out for more regulation in this new and opaque area.No Comments
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March 25, 2019UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client OfferingsThe wirehouses have taken their time vetting options in this complex and changing new investment area.No Comments
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March 22, 2019UBS’s Wealth Management Revenue Likely to Drop 9% in Q1 2019And the Swiss-based bank is apparently already preparing to cut costs.No Comments
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March 19, 2019Cresset Acquires $500 Million Chicago-based RIA, Signaling More Acquisitions to ComeCresset Asset Management has bought Evanston Advisors as part of its move to expand its presence in key markets.No Comments
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March 13, 2019Merrill Lynch Loses Managing Directors to These RivalsMichael Armondo heads to Rockefeller Capital Management and Michael Rogers has joined Deutsche Bank Wealth Management.No Comments
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March 12, 2019How a Chance Meeting Led to a Multi-Family Office MergerBender Lane Advisory president reveals reasons behind its merger, and what it means for both practices.No Comments
