RESEARCH SERIES: INVESTORS IN CRISIS...

Hannah and Russ monitor the effects of a prolonged market meltdown on affluent investors in this 3-part research series

Where It Hurts - February 2009
Affluent investors deliver a punitive message by taking money away from advisors

Emotional Rollercoaster - October 2008
Mounting turmoil in the US financial sector has a whiplash effect on wealthy investors

Mad As Hell - April 2008
Difficult markets prompts skeptical investors to revamp their advisory relationships




Featured Reading...


Inside the Family Office:
Managing the Fortunes of the Exceptionally Wealthy


Unprecedented access to the minds that manage more than $1 trillion in private wealth…

Based on exclusive research conducted with 653 offices that manage $1.2 trillion in assets for families with an aggregate net worth of more than $2 trillion, Inside the Family Office provides insights into the perspectives, requirements and dreams of the exceptionally wealthy.

If you want to start, join or work with a family office, this book is an indispensable resource.

Price: $49.95


Developments in the Family Office

Nearly five years have passed since Hannah and Russ published the seminal book on family offices, a period that proved to be critical for affluent and ultra-affluent families and one that left a wake of permanent change in their goals, preferences and requirements for key financial and lifestyle services.





UNDERSTANDING THE WEALTHY
Hannah's proprietary research provides insights into this hard-to-reach market and sheds light on the mindset, behavior and unique characteristics of today's wealthy.


MAXIMIZING CLIENT RELATIONSHIPS
Having a complete picture of each affluent client's emotional and financial responsibilities will help identify their biggest problems and uncover new business opportunities.


ADOPTING BEST PRACTICES
Time-tested techniques can help every financial practioner improve the effectiveness of his or her business and quality of life.


PERFECTING THE REFERRAL PROCESS
The best way to reach affluent and ultra-affluent prospects is through the people and professionals they know and trust.