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Family offices
Kitces: A closing window for estate-tax planners
The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.
How to attract wealthy prospects — profitably
The goal is to make clients appreciate the value of services being offered.
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3 ways to help clients considering selling their business
Jay S. Lipsey
Partner
McCombie Group
As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.
How to find, keep and service high-net-worth-clients
"Clients that are buying your services on price are clients that you don’t want," says consultant Jamie McLaughlin.
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A tech upgrade helped me speak the language of my ultrawealthy clients
Chris Cecil
Principal
Biltmore Family Office
The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.
Coming soon to your practice: Data, data, everywhere
Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.
Does your office space matter?
The dingy office, even one that provides excellent service, faces an uphill battle.
Behind the Curtain: Best Pay at Single Family Offices
A Fidelity survey reveals who made what in one of the industry's most opaque segments.
How to Destroy Your Firm
Founders are the biggest offenders when it comes to ignoring these procedures.
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This May be the Best Bet for Charity-Minded Clients
Robert Chartener
Is it time to take a closer look at private foundations?
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