Magazine
Private Wealth is the first and only magazine exclusively for providers to the ultra-high-net-worth
Newsletter
Cultivating the Affluent is the monthly practice management newsletter for professional advisors
Books
Publications for the affluent and their closest advisors
Research Reports
Empirical white papers and research summaries on topical high-net-worth issues
Columns
Print and online editorial on wealth, finance, security and best practices
Articles
Media featuring Hannah's expertise and insights on private wealth
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Hannah and Russ leverage their collective experience in the private wealth arena to deliver the first and only publication created exclusively for professionals with ultra-wealthy clients – Private Wealth. As the executive editor and editor, Hannah and Russ will shape the magazine’s content to reflect the greatest priorities and concerns of the high-net-worth in the context of the current economic and regulatory environment.
Mission
An indispensable resource, Private Wealth: Advising the Exceptionally Affluent addresses the unique challenges facing today's elite practitioners with high-quality, sophisticated editorial drawn from the extensive academic and practical experience of its contributing editors. This unparalleled group of experts – advanced planning specialists, tax attorneys, concierges, family office directors, estate planners, executive coaches, business managers, accountants, private security specialists, researchers, and investment advisors among them – represent the many services needed to deliver the comprehensive financial, legal and lifestyle solutions that affluent clients demand.
Published bi-monthly by Charter Financial Publishing Network (publishers of Financial Advisor and the Journal of Indexes), Private Wealth delivers consistent thought leadership to its readers through first-hand accounts of success with the ultra-high-net-worth, cutting-edge news and research on the target market and the competition, technical details on the latest financial and legal strategies, insights into key lifestyle trends, and the best practices that translate into a successful advisory business focused on the exceptionally affluent.
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Target Audience
Professionals whose client base has an average minimum net worth of US$10 million.
Accountants |
Asset Managers |
Brokers |
Estate Planners |
Family Office Executives |
Financial Planners |
Insurance Producers |
Investment Advisors |
Luxury Providers |
Private Bankers |
Private Client Attorneys |
Trust Officers |
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Wealth Managers |
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Departments
In-depth articles on the topical issues, trends and innovations relevant to private wealth professionals. See articles according to departments by selecting any of the department links below...
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