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Most families who own vineyards and timberland have made no plans for passing these land-based assets to future generations.
Pure insurance focuses exclusively on U.S. residents with homes valued at $1 million and up.
A small percentage of highly evolved practitioners use a consultative approach and an ambitious mindset to outdistance the rest of the advisory universe.
Advisors should strive to help ultra-high-net-worth clients manage their time and social connections.
Maxwell Drever looks for high financial and social returns in a real estate strategy that focuses on renovating urban multifamily housing.
Income-producing real estate provides predictable income streams with a degree of principal safety.
Acquiring the discounted assets or equity of bankrupt companies can be a lucrative investment strategy.
Premium financing is an excellent way to insert life insurance into an estate plan, but faulty structuring can prove disastrous.
Critics say the White House is wasting an opportunity to promote U.S. winemakers by withholding state dinner wine lists.
Professionals get the overwhelming majority of their super-rich clients from influencer referrals. This approach is vastly superior to every other marketing initiative, including client referrals.
After The Facts
I was talking to one of the best-known and most respected attorneys in the family office space a few weeks ago...
Culture, Industry Drive Family Business, Study Says In some countries, businesses are run by people thrown together by happenstance...