In fact, wealth transfers as a proportion of net worth have fallen, to 19 percent in 2007 from 29 percent in 1989. … Lists like the Forbes 400 might be filled less with financiers and technology entrepreneurs and more with third-generation Waltons …

We are looking to recruit a Private Investment Adviser who will be responsible for actively developing, managing, retaining and growing profitable banking relationships with ultra–high net worth clients and prospects. The prospect will serve the market …

We believe he will thrive in the firm's entrepreneurial culture and contribute significantly to our growth potential.” About Convergent Wealth Advisors. Convergent Wealth Advisors is a recognized industry leader in wealth … Convergent provides …

All ultrahigh–net–worth and mass-affluent investors want communication that is just for them from a real human being.” And these social-media communications have to be “on their terms, not just 8-5 but any time on any device—omni-channel,” Shih said.

The firm provides advisory services to entrepreneurs, ultra wealthy families, trusts and corporate clients under three verticals – family office services, corporate advisory services and alternative asset management (private equity and real estate …

“Ultrahigh–net–worth individuals don't have to worry about retirement, so they can lock their money up in vehicles like private equity, with longer time horizons,” he says. Ultimately, these illiquid alternatives can maximize returns for long-term …

The local PRAN chapter is made up of 21 accredited investors that either have $1 million worth of financial assets or a net worth of $5 million. The group includes doctors, lawyers, accountants, prominent entrepreneurs and corporate heads. Informally …

Every d millions of people jot down inventions they think will make them rich. Most are pipe dreams while others have merit. The problem is finding someone to believe in you and finding dough to get your business up in running. The first place …

"The Strategic Advisory Committee has been specifically comprised of those who are thought leaders, industry executives, former government leaders, entrepreneurs and investors who bring with them diverse expertise and international experience across …