- Alternative Investments
- Arts and Culture
- Cultivating the Affluent
- Estate Planning
- Impact Investing
- Practice Development
- Real Estate/REITs
- Wealth Protection
Financial Advisors provide key insight into the drafting of prenups for their high-net-worth clients.
Global citizenship is becoming an increasingly popular tool for the world’s ultra wealthy, many of whom are seeking citizenships in second countries.
Disability insurance is every bit as important to protecting the livelihood of professional athletes as a football or batting helmet.
A number of states have passed so-called “Amazon” or “click-through nexus” laws in an attempt to cast a wider net on Internet commerce.
With a Los Angeles hilltop home recently going on the market for a record half-billion dollars, is a $1 billion listing far behind?
Advisors need to find a balance between clients openly sharing information and having a proper structure designed to keep this information secure.
As regulators continue to warn about the alternative investments sector, advisors need to be ever vigilant in the due diligence they perform on the alt products they recommend to clients.
Here are some common reporting errors that can cause private foundations to lose money and tax benefits.
Demand for mezzanine debt from property owners is set to intensify over the next few years due to a confluence of trends, says Bruce Batkin, CEO of Terra Capital Partners.