Wise Counsel Research Inc.

The Affluentialist: The Challenges of Advising the Affluent

By Lewis Schiff | April 1, 2010

Advisors to very wealthy clients like the complexity of their work, but they find technical knowledge of their discipline isn't enough to do the job...
The Affluentialist: What Do Counselors Think About Clients?

By Lewis Schiff | March 1, 2010

As we've explored in several previous columns, the financial planning part of advising affluent families is often the easiest piece of a workable solution. More...

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