November 2012

  • Inheritances With A Catch

    Not content with controlling people while alive, some benefactors use heavy-handed wills to manipulate Heirs after death. more

  • The Untapped Power Of PRIs

    Program-related investments are little-known tools that greatly expand the ways foundations can put their dollars to good use. more

  • Investing In Paradise

    After a six-year struggle to launch an environmentally friendly resort town in Costa Rica, billionaires Tom Claugus and Charles Brewer are moving closer to their dream. more

  • Gifts For The 'Have It Alls'

    Colored diamonds, road trips to the South Pole or even a moon rock could make the perfect gift item for that person who supposedly has everything. more

  • Treasure Hunting

    Wary of traditional investments, some high-net-worth individuals and family offices are on a quest to find valuable collectibles to preserve and grow their fortunes. more

  • Planning For Liquidity

    There are six planning steps entrepreneurs should take to prepare for the day they unlock the value in their businesses. more

  • Knowing Your Nonprofit

    Prospective donors should conduct thorough due diligence on the charities they're considering helping, including face-to-face meetings with staff. more

Inheritances With A Catch

by Caren Chesler

Not content with controlling people while alive, some benefactors use heavy-handed wills to manipulate Heirs after death.

The Untapped Power Of PRIs

by Ellie Winninghoff

Program-related investments are little-known tools that greatly expand the ways foundations can put their dollars to good use.

Investing In Paradise

by Duane Stanford

After a six-year struggle to launch an environmentally friendly resort town in Costa Rica, billionaires Tom Claugus and Charles Brewer are moving closer to their dream.

Gifts For The 'Have It Alls'

by Colleen O'Dea

Colored diamonds, road trips to the South Pole or even a moon rock could make the perfect gift item for that person who supposedly has everything.

Treasure Hunting

by Leila B. Boulton

Wary of traditional investments, some high-net-worth individuals and family offices are on a quest to find valuable collectibles to preserve and grow their fortunes.

Planning For Liquidity

by Dean Catino

There are six planning steps entrepreneurs should take to prepare for the day they unlock the value in their businesses.

Knowing Your Nonprofit

by Mollie Bunis and Meg Lassar

Prospective donors should conduct thorough due diligence on the charities they're considering helping, including face-to-face meetings with staff.

The Music Maker

by Russ Alan Prince

When the wealthy want to make their own music, they often ask Troy Germano to build them a state-of-the-art recording studio.

The Estate Planning Team

by James R. Cody

An integrated approach to estate planning raises the likelihood of successful wealth transfers.

A Novice Trustee Primer

by Paul Boylan

Nonprofessionals who are asked to serve as trustees need to know the risks and responsibilities they would bear.

From Cornstalks To Hedges

by Kambiz Foroohar

Renee Haugerud would rather trudge through a cornfield than stare at a computer screen to research her next commodity bet.

The Appeal Of Benefit-Focused Retirement Plans

by Michael J. Desmond & Frank W. Seneco

Advanced Planning

PW News

Armstrong's Downfall May Cost Him $200M+ (Bloomberg News) Lance Armstrong may lose as much as $200 million in future earning potential, more than the wealth he accumulated in...

Editor's Note

Trick-Or-Treating For An Abundant 2013

by Hannah Shaw Grove

As we wrap this issue, it's late October and Halloween is just around the corner. I have a particular affinity for Halloween. In the spirit of full disclosure, it happens to be my birthday...