When advisors are looking to build an affluent practice, often they join the local country club and golf course in order to build new relationships. Another route to consider is charitable giving — of both finances and[...]
Tags: affluent investors, affluent practice, charitable giving, independent advisor, philanthropy, Richard Weylman
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A four-part series of articles about reaching, maintaining and delivering to affluent individuals.[...]
Tags: affluent, assets, charitable giving, inheritance, millionaire, philanthrophy, profiling, spending, tax structure, Thomas Stanley, ultra high net worth, Wealth Management, wealth manager
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Offering investment and wealth management services to the affluent client require a broad understanding of each component and how it fits among an alliance of specialists who can implement and oversee the strategies.[...]
Tags: affluent, asset allocation, banking, Business Model, charitable giving, estate planning, inflation, insurance, loans, portfolio, retirement, risk management, succession planning, survey, tax strategies, Taxes/Accounting, trusts, Wealth Management
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