December 2008

Family Feuds - Part 1

by Tere D’Amato

Estate planners should anticipate family infighting before it turns into a costly legal battle. 

Family Feuds - Part 2

by Robert N. Sacks

Family Feuds - Part 2 Robert N. Sacks   View all articles by Robert N. Sacks

Mythology Of The Very Rich

by Walter Zultowsk

Contrary to popular perception, the wealthy are getting younger and increasingly concerned about retirement issues...

Working Small, Thinking Big

by Eleanor O'Sullivan

These financial professionals left lucrative jobs at large firms and found happiness working at small boutiques...

Preparing The Floodgates

by Gary S. Shunk

How to steady your client in the wake of a sudden liquidity event.

Ultra-Wealthy Still Big Spenders

by Kristen Schmitt

Yachts are still on the shopping list, but the ultra-wealthy also want to spend more on their nonmaterial needs...

The Heart Of Service

by Eleanor O'Sullivan

These financial professionals left lucrative jobs at large firms and found happiness working at small boutiques...

Filtering Out The Noise

by Tom Sowanick

Investors need to look past the market's daily gyrations and focus on long-term goals. Tom Sowanick   View all articles by Tom Sowanick

Lemonade Out Of Lemons

by Caren Chesler

Speakers at the Heckerling Institute's upcoming estate planning conference say market turmoil has its benefits...

Premium Financing

by Frank W. Seneco

Financed life insurance premiums offer attractive options for business owners looking to accumulate and distribute wealth. Frank W. Seneco Frank W...

FLP Care And Maintenance

by Edward A. Renn

Family offices are well suited for administering family limited partnerships.

It's A Wonderful Time To Get Wealthy!

by Russ Alan Prince

After The Facts

Editor's Note

Weak Markets, Strong Clients

by Hannah Shaw Grove

Editor's Note

News

PW News

People On The Move Elizabeth M. Engel has been named head of private bank lending at BNY Mellon Wealth Management in New York...