Making the case for a family trust company

A combination of new legislation and advanced technology has made family trust companies a top governance choice for affluent families, says Jill Creager, founder … read more »



Hitting the UHNW bullseye

Competition among advisors trying to capture the attention of ultra-high-net-worth individuals (UHNWIs) is increasingly fierce. PAM attended Platinum Advisor Strategies’ conference in Orlando, Florida, … read more »

How will money market fund reforms impact UHNWIs?

Henley L. Smith, senior vice president at Vanderbilt Avenue Asset Management LLC, discusses the implications of pending money market fund reforms, which will come … read more »


Report analysis: Team-based advisors manage more HNW assets than solo practitioners

Team-based advisors generally attract and retain more affluent clients than their solo counterparts, a new report from PriceMetrix has revealed. You need to be … read more »

HNWIs seek out alts over commodities funds, says report

High-net-worth investors increasingly favored private equity, real estate, hedge funds and capital protection funds during the 2013-2015 period, a paper from CREATE-Research has revealed. … read more »