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HBS Working Knowledge
March 30, 2015
Davis & Pellegrin |
Managing the Family Business: Preparing to Sell Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis.   |
Registered Rep.
August 24, 2011
Charles Paikert |
Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business. |
Registered Rep.
May 11, 2011
Charles Paikert |
Wealth Managers Vying for Trillions From Intergenerational Wealth Transfer Over 90 percent of heirs promptly change advisors when they receive their inheritances, and 70 percent of families lose control of their assets when an estate is transitioned to the next generation. |
Registered Rep.
November 22, 2011
Charles Paikert |
Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place. |
Bank Systems & Technology
January 23, 2008
Maria Bruno-Britz |
Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families. |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
Financial Planning
September 1, 2009
Donna Mitchell |
Savings Recouped A new report from the Employee Benefit Research Institute says that American families are going to need to drastically increase their savings, work longer or significantly decrease their spending in retirement if they hope to make ends meet. |
HBS Working Knowledge
August 13, 2014
Roberts & Davis |
Family Businesses Need Entrepreneurs for Long-Run Success Families that want to stay in business for generations don't have a choice but to encourage entrepreneurship in and out of their family company, say Michael Roberts and John Davis. |
Registered Rep.
October 18, 2011
Charles Paikert |
Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it. |
Investment Advisor
January 2007
Susan L. Hirshman |
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations. |
Investment Advisor
February 2008 |
The Race to "Rich" How much money does it take before you are rich? Even better, how much does it take to feel rich yourself? A recent survey asked that question. Read on to see the answers. |
Financial Planning
July 1, 2005
Kathy Gevlin |
Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed. |
Registered Rep.
June 14, 2011
Charles Paikert |
Seller's Market for Family Office Executives, but with Caveats Single-family offices are peculiar places, and prospective employees need to know what they're getting into. |
Registered Rep.
May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model. |
Registered Rep.
October 11, 2011
Charles Paikert |
Behind U.S. Bank's Big Wealth Management Push U.S. Bank's aggressive bid to boost its wealth management business kicks into high gear this month with the opening of the first offices of Ascent Private Capital Management, the bank's new ultra-high-net-worth division. |
Registered Rep.
May 25, 2011
Charles Paikert |
Investment Managers Face Heightened Scrutiny As more wealth managers and multi-family offices outsource their investment decisions to third-party asset managers, these assets managers are coming under greater scrutiny -- and not just for their investment performance. |
Financial Planning
October 1, 2010 |
Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained. |
Financial Advisor
November 2009
Mary Rowland |
Passing It On Advisors who want to capture inter-generational wealth must focus on the people side of business. |
Financial Planning
January 1, 2007
John J. Bowen |
It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen. |
Financial Advisor
August 2006
Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
Financial Planning
May 1, 2006
John Parise |
Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business. |
Registered Rep.
March 1, 2005
Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk. |
Wall Street & Technology
June 2, 2009
Melanie Rodier |
China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report. |
Financial Planning
November 1, 2007
John J. Bowen |
Advanced Planning Basics Here's an overview of what it means to offer advanced planning -- and how best to provide those services to your clients. |
On Wall Street
June 1, 2012
Denise Federer |
The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships. |
Financial Advisor
November 2006
Grove & Prince |
Wealth Protection For The Affluent Here are the things wealth managers must know to keep their wealthy clients feeling secure. |
Registered Rep.
April 28, 2015
Megan Leonhardt |
Millionaires Don't Know When to Quit Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security. |
Financial Planning
June 1, 2013
Barry Glassman |
Make Outsourcing a Competitive Advantage The strategy is not new - but the extent to which we use outside expertise is unusual. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
Financial Advisor
November 2012 |
Retirement Plan Participation Down Over 18-Year Period The share of U.S. families with a member participating in any employment-based retirement plan declined during the period from 1992 to 2010, according to the Employee Benefit Research Institute |
Investment Advisor
October 2006
Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
Financial Advisor
April 2005
Grove & Prince |
The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management. |
Financial Advisor
February 2005
Grove & Prince |
Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade. |
Food Processing
February 2012
Tom Deans |
A Food Processor's Most Magnificent Deal Prepare the next generation to take over the family business by buying it from you. |
Financial Planning
May 1, 2008
Jim Grote |
The Preserver Successful family governance leads to wealth that outgrows the original business. |
Registered Rep.
May 1, 2004
Grove & Prince |
E Pluribus Unum As advisors set their sights ever higher, one of the most sought-after types of client is the family office, with advisor notions of the ideal falling just this side of Bill Gates or Warren Buffett. |
On Wall Street
April 1, 2013
Denise Federer |
Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness. |
Wall Street & Technology
February 12, 2007
Cory Levine |
Wealth Management Market Continues to Grow Going forward, wealth management services will remain in strong demand, and wealth managers will need new technologies to support them. |
Registered Rep.
September 1, 2004
Grove & Prince |
Onward, Downward The new family-office model has a very different motive: profit, as opposed to privilege. |
Financial Planning
August 1, 2013
Charles Paikert |
What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth. |
Registered Rep.
March 1, 2008 |
The Tools Make The Man Looks like there's quite a market for new wealth-management software tools. |
Registered Rep.
August 13, 2015 |
Four Tips for Working with Single Family Offices Here are four tips to explore to help you better understand and build a trusted advisor relationship with family offices. |
The Motley Fool
January 20, 2004
Dayana Yochim |
Home Sweet Savings Home is where the wealth is -- less so, if you're rich. |
Registered Rep.
March 7, 2012
Charles Paikert |
Community Banks Betting On Wealth Management Bruised by the financial crisis and no longer able to make much profit on loans and deposits, regional banks are looking to bolster their businesses by managing money for the affluent. |
Financial Advisor
January 2004
Grove & Prince |
Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client |
Registered Rep.
June 7, 2011
Charles Paikert |
Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives. |
Registered Rep.
October 27, 2010
Charles Paikert |
Multi-family Offices Riding High; Single-family Offices Recovering But Nervous Multi-family offices have enjoyed strong growth over the past couple of years, while single-family offices are seeing some improvement, but are nervous about new regulation, according to two new surveys. |
U.S. Banker
July 2010
Howard Stock |
Worthwhile Wordplay? With the ranks of the affluent shrinking, some banks are downplaying the wealth in their wealth management marketing. Can a shift in semantics make a difference? |
Financial Planning
November 1, 2009
Jim Grote |
Family Planning Outside big cities like Chicago and St. Louis, the market for family-office services in the Midwest remains uncultivated. |
Financial Planning
March 1, 2008
John J Bowen |
Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes. |
