for Advisors…


New insights on client-facing skills and practice development can help advisors become leaders in private wealth.
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for Families…


Families in transition need an objective resource to help them identify their wealth management needs and family office priorities.
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for Specialty Providers…


Targeting the ultra-wealthy requires specialized expertise coupled with insights on why they buy and how to reach them.
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HSG_biopic2Hannah Shaw Grove is one of the world’s leading experts on private wealth  what it is, where it comes from, who controls it, how it’s deployed, when it’s at risk and why it’s so important. Her career focus was influenced by her own family’s experiences with estate planning, business succession and legacy communication, which prompted her to seek new information and perspectives on the issues.
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One of the leading thinkers on private wealth and most respected consultants to affluent families and their closest advisors.

The Elite Practice – A Mentoring Blog for Advisors

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