When a DFM Client Dies: The Portfolio Is the Asset That Behaves Worst
Death hands the estate a free rebalance and takes away the authority to execute it. The three clocks that start on the date of death, and the protocol that should already exist.
Client Service
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The Adviser Client Relationship Most Firms Only Have With Half the Household
In most advised couples one partner owns the adviser client relationship. Bereavement, divorce and incapacity expose that. How to build it with both.
Sudden Wealth Management: Advising Clients Through a Windfall
How wealth advisers should guide a client through a sudden windfall, from inheritance to a business sale. A practical framework for sudden wealth management.
Vetting a Wealth Manager's Stewardship and Governance Credentials
How advisers and HNW clients can vet a wealth manager's stewardship and governance credentials: the questions and evidence that separate substance from spin.
Intergenerational Wealth Transfer: How Advisers Can Bridge the Generational Gap
How wealth advisers can prepare for intergenerational wealth transfer. Strategies for retaining assets and building multigenerational client relationships.
How to Structure Client Review Meetings That Add Real Value
A practical framework for wealth advisers to run client review meetings that strengthen relationships, demonstrate value, and improve outcomes.
What HNW Clients Actually Want from Their Adviser
Beyond performance: what high net worth clients truly value in an advisory relationship, based on industry research and practical experience.