“There is no affiliation model that exists that actually can serve a family office and a financial advisor on one platform ... We’re building a state-of-the-art platform here.

Can financial advisors’ office décor have an impact on their business success? Many advisors believe that displaying sports memorabilia, family photos, awards, and artwork can help get clients ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

As a financial advisor considering a move ... UBS offers a distinct advantage in this arena through its Family Office Solutions (FOS), designed to support advisors like you in serving the complex ...

(And if you need additional help navigating gift tax rules, consider working with a financial advisor.) You are also right that you’ll likely incur a tax obligation when you sell the artwork.

He is a Wharton MBA, an NYU Adjunct Professor, and an award-winning financial advisor. South_agency/Getty Images Investing in art can be both financially rewarding and personally fulfilling.

Pay attention to your gut feeling – a comfortable and trusting relationship is just as crucial as financial acumen. “Picking the right advisor is an art and science. Look at the credentials ...

For many investors, art is more than a pretty picture. Wealthy individuals are seeking to build art collections for enjoyment, yes, but also capital appreciation and legacy-building purposes.

Aside from significant purchasing power — the wealthy have another secret weapon in their financial arsenal: sage advice from financial advisors ... a family office is more than a luxury ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not ... t feel that way when you look at the piles of financial papers in your home.

In fact, our UBS CIO team received the inaugural award for the best Private Bank Chief Investment Office by PWM/The Banker. CIO is dedicated to serving our Wealth Management Financial Advisors and ...