Tips for Working With Wealthy Clients
Getting your clients to complete a successful transaction is as much about managing their personalities as it is about finding the right property.
Recent
RealCrowd Says HNW Investors Poised to Boost Real Estate Investments in 2019
(crowdfund insider) -- Real estate crowdfunding platform RealCrowd reports that HNW investors are looking to increa
The Truth About Family Office Jobs
Family offices are on the hunt for talent. Yet attracting financial hotshots to C-level positions at wealthy families’ investment offices is...
Rich Families Are Having Awkward Conversations About Governance
From geopolitical uncertainty to real estate bubbles, the world is full of risks to investment portfolios.
Market Drops Can Literally Send You To The Hospital
A 2018 study from the University of Zurich found that a 10% loss of wealth leads to a measurable drop in physical health, mental health and survival.
New Study: Wealth clients willing to pay for financial advice, 33% switch providers
Wealth management clients are increasingly willing to pay for financial advice as their needs evolve...
China Crisis Comes Home: Will HNW Households Feel Walmart Pain?
While big box stores won’t give the wealthy much sticker shock, the real threat is more subtle as the Fed runs out of room. Spoilers: inflation shock.
