There might come a time that your wealthy clients find themselves with too much life insurance, and they might want to convert policies into investable assets.
There are a number of compelling reasons money managers establish hedge funds, but it seems that wealth creation is a paramount goal among partners, and by a wide margin...
When it comes to investing, the wealthy are intensely concerned about fees and after-tax investment returns...
The ability to deftly use qualified retirement plans is extremely valuable for business owners...
Captive insurance com-panies—entities created by firms to manage the same types of risks that are normally covered by traditional insurance companies—are increasingly being embraced by hedge...
Sometimes, there are limits to even what a billionaire can buy...
For affluent foreign nationals, there are significant advantages to purchasing U.S. life insurance policies...
Large income tax events are often met with distress by tax bill recipients, but they are a nice problem to have.