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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.  |
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.  |
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.  |
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 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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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 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?  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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 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.  |
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?  |
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.  |
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  |
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.  |
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.  |
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.  |
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 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.  |
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.  |
Registered Rep. March 1, 2005 Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.  |
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.  |
Investment Advisor November 2006 Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.  |
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.  |
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.  |
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.  |
Financial Advisor May 2004 Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |