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How to choose, compensate and manage financial advisors, lawyers, accountants, family office personnel, consultants and others who advise on wealth management and related matters.
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Private Banks Rebound
The private banking industry’s pretax profits rose an average of 23.8 percent last year, after several years of stagnation, according to a survey by Scorpio Partnership.
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Fading Momentum
In June the Spectrem Group’s Affluent Index failed to build on May’s spectacular gains, declining modestly on concern among investors regarding the economy and stock market.
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A Free Lunch
I sit on the board of a nonprofit organization that promotes sports and fitness for inner-city children.
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