The Most Private of Private Members' Clubs
Salary and Compensation Rates at Family Offices and RIA's
Should you add a Family Office to your wealth management firm?
In this video, I discuss the future of the wealth management arena given the advent of AI, as well as discuss how wealth management firms can take advantage of adding Family Office services to their practice. What are family office services beyond investing, tax and legal? What other services should you add to your wealth management firm to truly stand apart from the competition?
How to embrace Succession’s "Quiet Luxury" for your Branding and Marketing
What is considered Ultra High Net Worth? Let’s start with CentiMillionaires!
The phrase “ultra high net worth” has gotten diluted. What is considered ultra high net worth? This article discusses one category of UHNW and that’s the CentiMillionaire Club, people with over $100MM in investable assets. People you want to have as clients! Learn everything you need to know about them!
10 U.S Based Billionaires You’ve Never Heard of!
There are over 1,035 billionaires in North America alone, accounting for 31% of the Global Billionaire Population. Who are they, and how can you get in front of more of them? This article talks about the billionaire community, as well as lists 10 billionaires most of us have not heard about. Getting a billionaire as a client can be a career-maker, so become a student of this niche sooner than later!
Serena Williams' Dad's 85 Page Business Plan to his daughters' success
Ultra High Net Worth Individuals and Philanthropic Causes: Wealth-X Report
If you are a non-profit looking to raise funds for your charitable organization, we have summarized for you the top ultra high net worth category that can help you with your endeavors. If you are a financial firm looking to understand which client segments within the UHNW category want to get more involved in philanthropic conversations, this article is for you.
The Billionaire Club’s Secret to Managing next-level Stress
Who Are the 30 Ultra High Net Worth Families Living on Indian Creek Island?
If you are in any service industry that caters to the ultra high net worth (say wealth management or tax), and you haven’t heard of Indian Creek Island, Florida, then you should sharpen up your “Wealth Detector” skills to know who’s wealthy and where they live. That’s like being in investments and not knowing how the stock market is doing! In this article, I write about one place I am obsessed with, Indian Creek Island, and the lives of those who have moved there!
The man who purchased a $70MM Laguna Beach property in 2021
Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh
How to Work with Ultra High Net Worth Clients, with Celebrity Lawyer Laura Wasser
In this video interview, Amy Parvaneh interviews one of the nation’s most sought-after ultra high net worth divorce attorneys about how she makes the determination of which financial advisor to make a referral to, how she believes financial advisors can network with centers of influence like her, and a lot more!
How to find ultra high net worth prospects
The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!
In this article, we have written our key takeaways from the 2021 World Wealth Report, created by Capgemini, and distilled action items that financial advisors, wealth managers, family offices and other ultra high net worth service providers can take to advance their market share with this niche segment.
Appearances Deceive, Conversations Reveal in Hunt for Clients
Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.