private wealth

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A More Personalized Approach to Private Wealth

Instead of developing a one-size-fits-all rubric or concentrating on honing their social savvy, whether interpersonally or via social media, private wealth managers might be better served by focusing on their metrics, their risk mitigation, and, especially, the development of individualized strategies designed for clients’ particular situations, that take into account what they ultimately want to achieve with their wealth. Read more

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Book Review: The Stewardship of Wealth

The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors

Gregory Curtis investigates the aspects of stewardship of the wealth of prosperous families, but the book is intended not only for wealthy investors and their advisors but also for family office executives, portfolio strategists, wealth relationship managers, and even less wealthy private investors. Read more

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