January/February 2016—Focus on Ultra-High-Net-Worth Clients

Year Published: 


Feature Articles—January/February 2016
A Mixed Blessing: Serving the Ultra-High-Net-Worth Market, Robert B. Seaberg, PhD
The Biggest Trends in Family Wealth, Robert Casey and Thomas Livergood
The Diligent Chief Compliance Officer: What to Do When the Firm Disagrees, J. Michael Dryton
Direct Investment: The Latest Family Office Trend, Anna Maria Nekoranec
Factor Investing: A Discussion with Frank Fabozzi, PhD, CPA, CFA®, Interviewed by Anthony B. Davidow, CIMA®
Optimizing Charitable Giving, Michelle J. Black, CIMA®, CPWA® 
Perspectives on Serving the Ultra-High-Net-Worth Space: An Interview with Jean L. P. Brunel and Charlotte B. Beyer, interviewed by Scott Welch, CIMA®
Private Trust Companies: A Practical Introduction to a Bespoke Solution, Miles C. Padgett, JD, CIMA®
Social Impact Insights: Can We Talk? Philanthropic Passions and Motivations, Gayle Jennings-O’Byrne
The Ultra-High-Net-Worth Investor by the Generations, Cam Marston
Ultra-High-Net-Worth and Multi-Family Offices: Proscriptions and Prescriptions, James H. McLaughlin
What Female Breadwinners Want: A Nuanced Approach to Wealth Management Services, Kathleen Burns Kingsbury

Is the Investment Consulting Industry Ethical? Rex Macey, CIMA®, CFA®, CFP®
Are Investment Advisors/Consultants Ethical? Mark Harbour, CPA, CIMA®, CFA®

Inside IMCA
Editor’s Note
Ethics and Professional Conduct Update: Self-Disclosure, Robert E. Frankel, Esq., and IMCA’s Professional Review Board
A Preview: IMCA 2016 Annual Conference Experience—ACE
IMCA Revises Code of Professional Responsibility
Recent CIMA® and CPWA® Certificants