The latest bond market moves suggest family wealth management clients are locking in corporate bond yields near 5.2%, balancing equity market exposure with fixed-income stability. "It's like having a team of financial specialists working in perfect harmony," Palmer says. "Each advisor is highly trained in their area, and together, they look at the whole picture. That creates clarity where clients usually experience overlap and confusion." For more info on how we might use your data, see our privacy notice and access policy and privacy webpage . Family wealth management advisories highlight that defensive sectors like utilities and consumer staples gained 1.2% last week, a hedge against potential downturns in cyclical markets. Dividend reinvestment remains a favored tactic.