Private banking due diligence checklist

July 11, 2009 | Comments Off on Private banking due diligence checklist

Before you open an account with an advisor, make sure you conduct your own due diligence and know the answers to the key questions on topics such as conflicts of interests and fees. This special due diligence checklist has been created to help you understand your risk. Private Banking Due Diligence Checklist (pdf)

What you need to know about offshore banking options

March 12, 2009 | Comments Off on What you need to know about offshore banking options

When people talk about private banking, some images automatically come to mind: Switzerland, secret vault and mysterious account holders. There are many good reasons why many high net worth individuals choose to put their money in offshore accounts, but before you decide to open one, I urge you to think through the following issues: Insurance […]

Violated Trust: The Oprah Case

January 5, 2009 | Comments Off on Violated Trust: The Oprah Case

As a product endorser, the one thing that you don’t want to see is the product you’re recommending turns out to be a scam. It is safe to say that everyone in the self help business wants to get an endorsement from Oprah, any books that get included in the Oprah book club can easily […]