| Similar Articles |
|---|
 |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance.   |
Financial Planning
September 1, 2011
Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
Registered Rep.
November 22, 2011
Charles Paikert |
Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place. |
Registered Rep.
December 2, 2013
Diana Britton |
Leaving Home We ask why aren't advisors doing a good job of capturing the assets of their clients' kids? |
BusinessWeek
January 23, 2006
Anne Tergesen |
Back To The Woods, With The Kids If packing the kids off to summer camp fills you with nostalgia for your own days around the campfire, why not go with them? |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly |
Investment Advisor
June 2010
Lewis Schiff |
The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do. |
Registered Rep.
June 7, 2011
Charles Paikert |
Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives. |
Financial Advisor
September 2006
Mary Rowland |
The Truth About Needy Rich Folks Terms like "life planning" and "wealth management" go in an out of vogue, but the need to meet clients' needs is a constant. |
Investment Advisor
January 2007
Susan L. Hirshman |
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations. |
Entrepreneur
October 2006
Robert Kiyosaki |
In Control Want to lead a happier, healthier and wealthier life? Start by practicing self-control. |
Financial Advisor
March 2005
Grove & Prince |
Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade. |
Fast Company
Laura Vanderkam |
One Week Without The Kids Having kids home sick from day care will cut into work time. But life happens to people without kids, too. |
