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HNW Women May Hold The Purse Strings

Susan Raymond, EVP of Changing Our World, gave an excellent presentation at the AFP in Chicago on The Coming Gender Transition in Wealth. With the changes in the economy and the world as a whole, it is...

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Do HNW Investors Worry?

Yes and we agree with The Millionaire Corner’s assessment of what fears HNW clients face today. “Estate planning issues take on a greater significance for high net worth investors, who express high...

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Philanthropy – Education Tool For The Next Generation

Do you know that…. HNW Families struggle with issues of wealth transfer Lack of knowledge leads to discontent among next-gen  Many next-gen are creating their own wealth or involved in entrepreneurial...

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