Industry thought leaders and UHNW Institute Board of Directors members Jim Grubman and Dennis Jaffe have updated their article, “Green, Yellow or Red Zone Client?”, offering a practical framework for assessing personal and family complexity before an engagement begins. The article helps advisors recognize early warning signs that can shape client relationships, engagement strategies, and long-term outcomes.
The article will be added to the UHNW Institute Resource Library in late October, but it is available now in the July/August issue of Trusts & Estates.
As a new UHNW Institute member benefit, members can now subscribe to Trusts & Estates at exclusive member pricing. A trusted resource for estate planning and wealth planning professionals, Trusts & Estates features peer-reviewed articles, committee reports, and practical guidance from leading practitioners and subject matter experts covering estate planning, wealth planning, tax law, and legislative developments for advisors serving high-net-worth individuals, families, institutions, and foundations.
This new benefit provides immediate access not only to Jim and Dennis’s latest article, but also to a wealth of timely insights and thought leadership from some of the profession’s leading experts.
Organizations subscribing as a group receive a discount off the standard rate, along with additional account features designed for teams. Members, access the discount code here.
Note: The Institute shares this offer as a member benefit. It is not an endorsement of the publication or its publisher.
(Questions about group pricing can be directed to Amanda Huwe at Amanda.Huwe@informa.com)
