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Acting as a private baneker for high-net worth client requires a strong foundation of trust.
Fractional ownership plans are available for almost any asset you can think of--even pet cats.
Two distinct sets of rules come into play when handling the estates of clients with assets in both the U.S. and the U.K.
Today's legal climate demands the use of advanced asset protection techniques for high-risk clients.
Fresh off a merger, Rydex/SGI wants to make its mark in delivering sophisticated investment strategies to high-net-worth clients.
Like caregivers in other disasters, financial advisors are experiencing the same trauma symptoms of the clients they are trying to help.
Guardian 24/7 offers medical concierge services delivered by former White House physicians.
Family relationhip services may pose a conflict for financial advisors.
The national reputations of Richard and Steve Oshins, girded by a team of strong young estate planners, poises Oshins & Associates for continued growth.
A well-crafted tax planning strategy can significantly cut down on the college costs of affluent clients.
Adopting an all-business approach can help family-owned businesses reach higher levels of success and profitability.
Some billionaires are household names-say Donald Trump, Bill Gates or Richard Branson. You know the kind of person I'm talking about. Someone who's not afraid to take big risks...
IRS Creates High Wealth Unit The Internal Revenue Service is putting a sharper focus on tax law enforcement among the nation's wealthiest citizens...