Article Published in Harvard Business Review Online A positive view of the Second Generation (G2) in family enterprises was the subject of an article in Harvard Business Review by Jim Grubman and Dennis Jaffe. The article, entitled Why the Second Generation Can Make...
The Financial Advisor-Client Relationship This whitepaper with associated webcast and podcast (requires free registration) by State Street Global Advisors and Knowledge@Wharton explores key elements of trust in the advising relationship. Jim offers commentary on the...
Competencies and Services Necessary for Truly Integrated Wealth Management Every interaction in wealth management can be characterized along two dimensions: the complexity of the client’s technical needs and the complexity of the client’s personal and...
Discussing Fees with Clients Discussing your investment management fees with clients has never been easy, but it’s essential to maintaining productive, trusting, long-term client relationships. That’s especially true in today’s post-recession world where consumers of...
Ensuring Success in Wealth Transfers Many estate plans and wealth transfers fail, not because of technical problems with their design but because family dynamics and communication problems get in the way. It is crucial for beneficiaries to be ready to receive wealth...