Wealth Access Announces Streamlined Estate Platform Version 3.0
16 avr. 2014 17h00 HE
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Wealth Access, Inc
NASHVILLE, Tenn., April 16, 2014 (GLOBE NEWSWIRE) -- Ultra High Net Worth (UHNW) clientele of Wealth Access, with Estate Platform 2.0, had already removed the hassle of organizing complex,...
Ultra-High Net Worth Families Now Focus on Liquidity and Have Tightened Risk Management Practices, According to Cambridge Associates Survey
18 janv. 2012 11h57 HE
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Cambridge Associates
BOSTON, MA--(Marketwire - Jan 18, 2012) - Family offices that oversee assets for ultra-high net worth families made few strategic changes in response to the 2008 meltdown and subsequent volatility....