by Caren Chesler
The tough economy and social networking have given criminals greater incentive and means to target the ultra wealthy.
by Brett Van Bortel and Russ Alan Prince
Attorneys, accountants and other "Influencers" can be a powerful source of advisor business growth.
by Jan Alexander
Clients are getting more strategic about their giving-a trend that creates opportunities for advisors.
by
Karen DeMasters
Bob Jordan helps wealthy families immortalize their histories-and values-through biographical movie productions.
by Hugh Bagatelle
Family offices need a dependable account aggregation system that can collect a client's financial information from multiple sources.
by Hannah Shaw Grove And Russ Alan Prince
Family offices strive to offer a wide variety of services, but their core activity remains investment management.
Special Advertising Supplement
by Michael S. Fischer
IRON Financial tries to set up its risk-adjusted portfolios to benefit from the good times, and withstand the bad.
by Eric Uhlfelder
Funds of hedge funds appear to be a way to manage risk, but they got slammed harder than individual funds during the financial meltdown.
by Joseph Becker
As ETFs have grown more sophisticated, they have become a more useful tool to high-net-worth investors.
by David W. Freeley and Melvin A. Warshaw
Trust-owned life insurance needs to be monitored just like an investment portfolio.
by Ronald Albahary
With higher taxes on the horizon, advisors need to weigh the potential impact on their clients' investment portfolios.
by Russ Alan Prince and Hannah Shaw Grove
Money Rules
by Russ Alan Prince and Hannah Shaw Grove
Structuring a single-family office is really about understanding what the wealthy want and helping them refine their thinking on the matter.
