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