March 2011

  • Major League Giving

    Sports stars such as N.Y. Yankee Curtis Granderson are leveraging their fame and fortune to help those in need. more

  • Taxed To The Limit

    Despite the recent federal tax compromise, many rich Americans still feel they're being asked to surrender too much of their wealth to Uncle Sam. more

  • Your Dual-Impact Brand

    To get the most out of a brand, it should appeal to both the financial elite and professional "influencers." more

  • Casting A Wide Net

    Wealth manager Signature's service arc stretches from affluent individuals to families with more than $25 million. more

  • Personal Health Portfolios

    An advisor-based portfolio approach can help affluent families manage personal health care issues. more

  • Lockout Survival Strategies

    With possible work stoppages looming in the NFL and NBA, athlete clients may soon see their income cut off. more

  • Alternatives For The 'Masses'

    Ramius LLC is working on bringing institutional-quality alternative investments to mass-affluent retail investors. more

Major League Giving

by Michael Dolan

Sports stars such as N.Y. Yankee Curtis Granderson are leveraging their fame and fortune to help those in need.

Taxed To The Limit

by Caren Chesler

Despite the recent federal tax compromise, many rich Americans still feel they're being asked to surrender too much of their wealth to Uncle Sam.

Your Dual-Impact Brand

by Bruce H. Rogers and Russ Alan Prince

To get the most out of a brand, it should appeal to both the financial elite and professional "influencers."

Casting A Wide Net

by

Wealth manager Signature's service arc stretches from affluent individuals to families with more than $25 million.

Personal Health Portfolios

by David Solie and Janet Schraw-Solie

An advisor-based portfolio approach can help affluent families manage personal health care issues.

Lockout Survival Strategies

by David M. Ross

With possible work stoppages looming in the NFL and NBA, athlete clients may soon see their income cut off.

Alternatives For The 'Masses'

by Michael S. Fischer

Ramius LLC is working on bringing institutional-quality alternative investments to mass-affluent retail investors.

Understanding Preferreds

by Eric Uhlfelder

Preferred shares represent a small share of the stock market, but they can serve many roles in investment management.

The Happy Trustee

by Mark S. Furman and Emily C. Shanahan

Trustees can take steps to help avoid conflicts or litigation with a trust's beneficiaries.

A Two-Year Window

by Edward A. Renn

The 2010 Tax Relief Act gives clients a chance to transfer substantial wealth free of tax, but they must act quickly.

Unwanted 'Admirers'

by Philip Scala and Asa Bret Prince

Stalkers are normally associated with celebrities, but the wealthy must also be wary of becoming victims.

Beyond Estate Taxes

by Kenneth J. Masters

Life insurance can serve as a unique investment hedging tool.

Lunch With The Cryptozoologist

by Russ Alan Prince

After The Facts

Editor's Note

Ask And It Is Given

by Hannah Shaw Grove

Editor's Note

News

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