The Client: Family wealth/family office

How Advisors Can Connect with the Next Client Generation

November 29, 2022No Comments

Four steps for how a family meeting can help engage the next generation of clients and ensure that every family member feels heard and understood.

Self-Insuring for Long-Term Care: Is It Right for Your Clients?

November 29, 2022No Comments

Self-insurance makes sense for many investors, but not necessarily all of them. These steps will help you determine the right path for your clients.

Hosting a Family Meeting with Clients? Don’t Discuss Money

November 16, 2022No Comments

A matriarch or patriarch is often hesitant to disclose financial specifics in these meetings, so one expert suggests general topics for a productive conversation.

UBS Rejiggers Sales Structure to Follow the Money

November 4, 2022No Comments

The wirehouse is focusing on expanding its footprint in regions such as Texas and Florida.

Long-Term Bonds: How to Connect with Clients’ Children

October 24, 2022No Comments

Your clients’ children stand to inherit significant wealth. Here’s what you need to know to inherit their business.

Clients Want to Get Personal, Advisors Don't Know How: eMoney

October 21, 2022No Comments

Fewer than one-quarter of advisors feel “extremely comfortable” talking about personal issues with clients. But avoiding sensitive topics can risk the relationship, eMoney executives say.

FAs Weigh In: Should the Family Business Stay in the Family?

October 19, 2022No Comments

'If your business has a performance-driven culture that focuses on tangible results as opposed to family relationships, then it’s a good candidate for being kept in the family,' says one longtime advisor.

Multi-Generational Clients May Require Multi-Faceted Advice

October 3, 2022No Comments

An adviser will likely have to navigate conflicting comfort zones when planning for multiple generations of a family, experts say.

Planning for a Special-Needs Beneficiary: How to Avoid Missteps

October 3, 2022No Comments

Most advisors have clients who are planning to transfer wealth to a special-needs beneficiary, even if the advisor isn't aware of it. Here’s what you need to know to best serve those clients.

Most Givers Thinking of Boosting Charitable Giving This Year: Fidelity

September 22, 2022No Comments

Donor-advised funds are helping to increase charity contributions, the company found.