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Private Wealth: Advising the Exceptionally Affluent  is for the professionals focused exclusively on meeting the financial, legal and lifestyle demands of ultra-high-net-worth clients. This cohort of the affluent collectively wield the greatest purchasing power in the world and, as a result, is the most desirable prospect of financial and legal professionals, luxury brands and other elite service providers.

Private Wealth will deliver thought leadership to the advisor or provider whose established business is centered on the exceptionally affluent by providing cutting-edge news and research on the target market, the competition, the latest financial and legal strategies, and key lifestyle issues. Additionally, the magazine will address the insights, processes and techniques that translate into a successful practice focused on the super-wealthy.

Private Wealth will distinguish itself with high-quality, sophisticated editorial structured around key topics such as investments, estate planning, insurance, wealth protection, lifestyle, business development and philanthropy. Unique content will be drawn from the extensive academic and practical experience of its contributors - advanced planning specialists, tax attorneys, concierges, family office directors, estate planners, executive coaches, business managers, accountants, private security specialists, investment professionals and researchers, among them.

Target Audience
• Private bankers
• Brokers
• Insurance producers
• Asset managers
• Investment advisors
• Trust officers
• Family office executives
• Wealth managers
• Luxury providers
• Senior executives at the organizations employing these advisors


Private Wealth will be published six times a year by Charter Financial Publishing Network (CFPN). CFPN is a management-owned company led by some of the most experienced and respected publishing professionals in the industry including editor-in-chief Evan Simonoff, group publisher David Smith and president and CEO Charlie Stroller. Their portfolio of business interests is diverse and includes magazines, newsletters, conferences, educational and e-commerce websites, and marketing databases.


Other Publications
Financial Advisor - a monthly magazine created exclusively for independent financial planners and RIAs to provide the content they need to manage and grow their practices while helping clients achieve their most precious life goals.
FAnews - a weekly electronic newsletter for the independent financial planner and RIA communities
Nick Murray Interactive - a monthly newsletter for ambitious advisors focused on business success and life balance
The Journal of Indexes - produced six times a year, this specialized publication is filled with news and editorial on index-based investing and trading
The Financial Advisor Symposium - two annual educational and networking forums for independent financial planners and RIAs co-sponsored with InterShow
Discovery Database - comprehensive databases of financial intermediaries to power targeted sales and marketing activities
FinancialAdvisorMatch.com - an objective web-based resource for investors seeking advisors operated conjunction with Discovery Database


The PW Team
Hannah Shaw Grove is the Executive Editor of Private Wealth
Russ Alan Prince is the Editor of Private Wealth and the president of Prince & Associates, Inc. the leading high-net-worth research and consulting firm
Evan Simonoff is the Editorial Director
Dorothy Hinchcliff is the Managing Editor
David R. Smith is the Publisher
Kevin O'Toole is the Associate Publisher/Midwest Advertising Director
Caren Paradise Kohl is the New England/Pennsylvania Advertising Director
Diane Rogala is the East Region Advertising Director
Jennifer Lee is the Western Region Advertising Director
Karen Burke is the Online Advertising Sales Director
Sherri Scordo is the Web Manager/Survey Editor
Laura Zavetz is the Creative Director
Jodie Battaglia is the Art Director
Merri Chapin is the Graphics Manager
Aimee Melli is the Production Manager
Nectar Inc. is the full-service multimedia firm behind the online creation and delivery of Private Wealth



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