1. The Wealthy Want Personal, Customized Services Beyond Investment Strategies And Tax Management
(Matching tags: high net worth,Advisor businesses,art collecting,banks)

The significantly wealthy are taking business away from larger financial institutions and giving it to small, multi-family offices (MFOs) who are willing to provided services such as walking the dog. ...

2. Art Is Coming Into Its Own As An Asset Class And May Be Part Of An Appropriate Investment Strategy For Some Of Your Clients
(Matching tags: art collecting,investing,alternative investments)

You may not have thought about art as an asset class before or as a viable investment for your clients. But the last few years have seen art emerge as a more serious contender for asset class status.  ...

3. Want To Attract Wealthier Clients? Try Ramping Up On Wealthier Topics
(Matching tags: art collecting,high net worth)

Ever wonder why your wealthier clients don’t give you more assets to manage? It may be a case of not knowing what you don’t know. Not every advisor works with ultra high net worth clients. ...