Summit Notebook

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Count on it: in three generations your rich client will be poor

October 6, 2009

It turns out that advisers to ultra-rich aren’t always so flush themselves. So, what happens, if, say, you spend a day on your client’s fancy yacht, then go back to your own tiny dinghy?

from Blogs Dashboard:

Wealth education: one pretention too much?

October 5, 2009

The ultra wealthy have finally found something that is too pretentious.

 

English-style horseback riding lessons? Fine. Summers split between five different country houses? Also fine.