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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. mark for My Articles similar articles
Investment Advisor
August 2007
Lewis Schiff
Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 5, 2011
Charles Paikert
Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered. mark for My Articles similar articles
On Wall Street
November 1, 2009
Parisi & Leung
Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs. mark for My Articles similar articles
Investment Advisor
January 2009
Kara P. Stapleton
Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another. mark for My Articles similar articles
Financial Planning
February 1, 2005
Jennifer A. Liptow
White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance. mark for My Articles similar articles
Financial Planning
April 1, 2005
Mitchell Rose
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2010
John J. Bowen Jr.
Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs? mark for My Articles similar articles
Registered Rep.
January 1, 2011
Jerry Gleeson
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation. mark for My Articles similar articles
On Wall Street
September 1, 2012
Mason Braswell
Baby Boomers Donating to Charity Rather Than Passing Down Wealth As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes. mark for My Articles similar articles
Financial Planning
October 1, 2006
Cal Brown
Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner. mark for My Articles similar articles
Financial Planning
October 2, 2007
Barry Glassman
'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives. mark for My Articles similar articles
Financial Planning
January 5, 2008
Jim Grote
High Net Worth: Practice Profile: The Peacemaker Kanaly Trust's David Doll tries to bridge his financial advisory clients' generation gaps. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 1, 2002
Leslie Rosenberg
Remember My Values, Not Just My Wealth Values-based planning helps your clients align their personal values and ideals with their portfolios to plan wisely for future generations. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
December 1, 2006
Marshall Eckblad
Advisor Pulse According to a recent survey, financial planners may be missing a golden opportunity to establish advisory relationships with their clients' children. mark for My Articles similar articles
CFO
February 1, 2007
Chuck Jaffe
The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2006
Jim Grote
Clients Who Are Born Retired A Colorado financial advisor's insights on working with clients who have inherited wealth. mark for My Articles similar articles
Financial Planning
October 1, 2013
Ann Rieder
Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs? mark for My Articles similar articles
Registered Rep.
June 1, 2005
Russ Alan Prince
Being Advanced Before advisors can provide advanced-planning services they must first understand the process; this article aims to outline the basics. mark for My Articles similar articles
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 mark for My Articles similar articles
Financial Planning
May 1, 2007
John J. Bowen
Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market. mark for My Articles similar articles
Registered Rep.
April 13, 2011
Charles Paikert
Under-50s Seen as Lucrative Opportunity for Wealth Managers Wealth managers are ignoring potential clients under 50 years old at their own peril, according to a new study by Cisco Internet Business Solutions Group. mark for My Articles similar articles
Financial Planning
May 1, 2011
Scott Schutte
The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2006
Robert F. Keane
Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has. mark for My Articles similar articles
Registered Rep.
September 9, 2015
David H. Lenok
The Dangerous Allure of Incentive Trusts The allure of an incentive trust is understandable. Clients are excited about these trusts because they help assuage fears about their children not handling their inheritances responsibly. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Grove & Prince
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk. mark for My Articles similar articles
Financial Advisor
November 2005
Monroe D. Diefendorf
Thinking In 3-D New standards and guidelines, along with curriculum and professional designations, will be created to address the needs of our 21st century clients. 3 Dimensional Wealth Planning may help the industry meet challenges. mark for My Articles similar articles
Investment Advisor
November 2006
Chris Blunt
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. mark for My Articles similar articles
Registered Rep.
January 26, 2011
Charles Paikert
Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business. mark for My Articles similar articles
Financial Planning
September 1, 2008
Jim Grote
Give and Take Sean Stannard-Stockton is a financial advisor who brings the two disciplines of wealth management and philanthropy consulting into harmony for high-net-worth clients interested in giving. mark for My Articles similar articles
Financial Planning
January 1, 2009
Stacy Schultz
Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals. mark for My Articles similar articles
Financial Advisor
May 2004
Jeff Schlegel
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. mark for My Articles similar articles
Financial Planning
February 1, 2005
Abigail La Croix
5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life. mark for My Articles similar articles
Financial Planning
February 1, 2007
John J. Bowen
Network Basics Financial planners should assemble a team of three core experts to meet the needs of their wealthy clients. mark for My Articles similar articles
The Motley Fool
December 29, 2006
Dan Caplinger
Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive. mark for My Articles similar articles
Financial Advisor
September 2006
Mary Rowland
The Truth About Needy Rich Folks Terms like "life planning" and "wealth management" go in an out of vogue, but the need to meet clients' needs is a constant. mark for My Articles similar articles
Financial Planning
July 1, 2009
Dune Thorne
Charitable Connection American women are poised to become major influencers in the world of philanthropy, shaping social policy around the globe for future generations. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Russ Alan Prince
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. mark for My Articles similar articles
Financial Advisor
November 2008
Joseph J. Cohen
Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth. mark for My Articles similar articles
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. mark for My Articles similar articles