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Estate Planning

Cornell’s $350 Million Donor Feeney Plans To Give It All Away

Wednesday, 21 December 2011
Donating a record $350 million to Cornell University last week moved Charles Feeney closer to a life goal: giving away all of his fortune while still alive.

PWinsider

Thursday, 08 December 2011
Creating a family governance structure to make financial decisions may be the best way to assure that wealth is preserved for future generations, according to a new research.

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PWinsider

Thursday, 17 November 2011
The wealthy view earned money and inherited money differently and advisors need to know the difference, says a new study by Barclays.

Social Entrepreneurship

By dennis t. jaffe and josh cohen, November 2011 issue

Young heirs can make their mark through solid investments that serve both society and their family legacies.

Annuities In Estate Planning

By Mary Ann Mancini, John L. Olsen and Melvin A. Warshaw, November 2011 issue
Annuities are often shunned by estate planners, but there are circumstances in which they can be useful, even in the largest estates.

Firm Helps Your Clients With Overwhelming Tasks

Wednesday, 26 October 2011
A company with 136 franchises around the country helps advisory clients with overwhelming tasks involved in downsizing, divorce and health care.

Brown Advisory Expands

Monday, 26 September 2011
The firm extends Delaware trust structures to clients.

Rocking The Estate Plan

By Hannah Shaw Grove, September 2011 issue
Editor's Note

Why Wealth Disappears

By Caren Chesler, September 2011 issue
Family businesses—no matter how well known—rarely succeed past the third generation.

The Right Fit

By Russ Alan Prince, September 2011 issue
The Forbes Family Trust multifamily office looks for clients with whom it can develop strong, long-term relationships.
“Everyone has to click,” firm President Keith Bloomfield says.


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Angeles Wealth Management, a Los Angeles-based RIA designed to serve high-net-worth and ultra-high-net-worth clients, has been created by Angeles Investment Advisors and Jonathan Foster.

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Federal regulations placing more restrictions on the operation of single-family offices is going to prompt more ultra-high-net-worth families to consolidate or restrict their offices, said Joe Calabrese, CEO of Harris myCFO.

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HighTower has brought on a new partner from Morgan Stanley Smith Barney, where he headed a team that managed about $2.5 billion.

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Financial advisors who want to succeed with women clients need to treat them as individuals, not as a group, according to a new study by the Family Wealth Advisors Council.

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Most high-net-worth individuals feel it is important for their advisors to know all their goals and financial wishes, but only a small percentage actually provide that information, according to a new survey.

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