Join us as we consider conceptual, technical, and qualitative issues and how they can significantly impact wealth transfers at all stages of the succession and transition planning process. The session will provide proven insights, strategies, and actionable steps for attendees to consider when planning and executing transfers of wealth. Whether beg...
2021 State of the Ultra-Wealth Business
Publish Date:
Jun 30 2021
The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, for some firms costs are rising faster than revenue. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepare...