Family Constitution Could Have Protected Barclay Brothers
Did you hear the latest about the twin 85-year old Barclay brothers, twin billionaire owners of an island in the English Channel, the Ritz Hotel in London, and many other businesses
Best Financial Advisor
5 Secrets what about Risk Tolerance Your Advisor Won’t Tell You
5 Secrets what about Risk Tolerance Your Advisor Won’t Tell You What Your Wealth Manager Should Be Asking About Instead One of the first things most financial advisors and wealth managers ask potential clients is, “What is your risk tolerance?” This is a loaded question. Behind it lies a whole host of assumptions, guesses, feelings, … Read more
COVID-19 Recession Response for Ultra-High Net Worth Investors
We strongly believe depending on your age and portfolio performance over the last two months,now may be the most critical time to act. IF you want to minimize additional losses and, more importantly, start capturing more of the upside that will eventually come. If you are a high net worth or ultra-high net worth investor around 50to77 … Read more
7 Ways Wealth Managers Can Lead You Through COVID Recession
During a recession, if you have a financial advisor or wealth manager, should you keep them? Should you look for a new one? What should you be able to expect from a wealth manager during the COVID Recession? At the very minimum, you ought to expect your wealth manager be there for you, now more than ever. … Read more
10 Tips for How to Find the Best Financial Advisor Near You
10 Tips for How to Find the Best Financial Advisor Near You A falling out with your previous advisor, a sudden change in income or net worth, a new financial scenario that is beyond your ability to handle confidently, you’ve just never had one and have reached your limit of managing money all on your … Read more
Should Your Fiduciary Wealth Manager Always Do What You Want?
What Happens If a Client’s Investment Style Goes Against Their Own Interests? This a very common scenario: A prospective client has a conversation with us. They are unhappy with their current wealth manager. They want better performance. They want to beat the market. They want something they’re not getting. STRATEGIES FOR FAMILIES WORTH $5 MILLION … Read more
The Two Types of Financial Advisors & Which Is Right for UHNW
The Two Types of Financial Advisors & Which Is Right for UHNW There are two types of financial advisors, but only one type is right for high net worth and ultra-high net worth investors like you. The good news is, when you meet with a prospective financial advisor, you’ll be able to tell which type … Read more