Featured Whitepaper: Focus on Ultra-High-Net-Worth Clients Part 2

Focus on Ultra-High-Net-Worth Clients, Part 2 Advisors are attracted to ultra-high-net-worth (UHNW) clients like iron filings to a magnet but what does it take to work with this sophisticated group of investors. Part 2 in this series of articles from IMCA’s Investments & Wealth Monitor explores the biggest trends in family wealth, the latest family

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via Tumblr Featured Whitepaper: Focus on Ultra-High-Net-Worth Clients, Part 2