January 2011

  • Built On Success

    Silvercrest Asset Management Group was built on many of the principles honed at bygone investment bank Donaldson, Lufkin & Jenrette. more

  • The Outsiders

    One of the scariest decisions a family business may face is whether to hand a key management position to someone outside the family circle. more

  • Expanding The Playing Field

    Sports agents are responding to the increased demands of professional athletes by setting up their own multifamily offices. more

  • Medical Dream Teams

    ExpertConsensus organizes panels of leading physicians to point its ailing clients toward advanced treatments. more

  • Keeping Things Simple

    It's time for advisors to trash the fancy reports and help clients achieve a clear understanding of their investments. more

  • Calling In The Experts

    Outside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies. more

  • Culling 'Good' Real Estate

    Jerry Reinsdorf's Michigan Avenue Real Estate Group continues to find worthy investments in "busted" residential bank portfolios. more

Built On Success

by Eric L. Reiner

Silvercrest Asset Management Group was built on many of the principles honed at bygone investment bank Donaldson, Lufkin & Jenrette.

The Outsiders

by Caren Chesler

One of the scariest decisions a family business may face is whether to hand a key management position to someone outside the family circle.

Expanding The Playing Field

by Michael Dolan, Lauren Hoard and Russ Alan Prince

Sports agents are responding to the increased demands of professional athletes by setting up their own multifamily offices.

Medical Dream Teams

by

ExpertConsensus organizes panels of leading physicians to point its ailing clients toward advanced treatments.

Keeping Things Simple

by Joseph Geier and Melissa Jordan

It's time for advisors to trash the fancy reports and help clients achieve a clear understanding of their investments.

Calling In The Experts

by Bob Shepro

Outside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies.

Culling 'Good' Real Estate

by Michael S. Fischer

Jerry Reinsdorf's Michigan Avenue Real Estate Group continues to find worthy investments in "busted" residential bank portfolios.

Betwixt Recession And Prosperity

by David L. Donabedian

The fragile economy should continue to improve in 2011, but at a subdued pace that will require investors to rein in expectations.

The 45th Annual Heckerling Institute On Estate Planning

by Kathryn W. Miree

If an endowment or other long-term gift is to withstand the ravages of time, it must be made flexible with clearly stated goals.

Rising Above The Chaos

by Jan Alexander

The unsettled status of the estate tax shouldn't deter clients from taking care of their long-term wealth protection planning.

Writing Off U.S. Citizenship

by Caren Chesler

Some of the nation's wealthy are taking their unhappiness about taxes to an extreme-by renouncing their U.S. citizenship.

Polishing Up Jewelry Insurance

by John Paolini

Clients need to update their jewelry insurance to reflect the rising price of gold and other precious metals.

Partying With The Pros

by Russ Alan Prince

After The Facts

Editor's Note

Move Over, Louis Vuitton

by Hannah Shaw Grove

Editor's Note

News

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