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Empathy Carries More Weight Than A Big Brand

Listening intently shows empathy

What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY Mellon? US Trust? That’s the question posed in a Wealth Advisor article from several months back, and the results point to the importance of empathy and » 

Category: Culture Continue »

A Lifetime of Stories, One Seat Over

You sit next to a lifetime of stories on the plane

You never know who you’ll end up sitting next to when you fly. But whether you think about it or not, your neighbor on the plane has a story—a lifetime of stories that has just intersected with your own. Even though I was one of the first to board, I sighed as I caught sight of my seat—a » 

Category: Legacy Continue »

Seven Key Mistakes Wealthy People Make

Learn mistakes wealthy people make that can be avoided

Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family office leaders who identified key mistakes wealthy people make (and I’ve added one of my own):   Governance Avy Stein of Cresset Capital Management » 

Category: Culture Continue »