Expert Views

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True GRIT: An Excellent Tool For Art, Farmland And Other Unique Assets

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A grantor retained income trust, or GRIT, is an often overlooked but useful planning technique for certain assets.

What People Fear Most About ‘Cancel Culture’

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More Americans are staying silent as intolerance towards intellectual diversity grows.

Should You Ditch The City? Here's Why We Did

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The wealthy are fleeing cities for the suburbs in large numbers, but is it really a good idea?

Tax Planning In Uncertain Times

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A flexible plan to grow and reallocate savings over the long term minimizes taxes and other transaction costs.

Preparing Family Offices For The Next Global Crisis

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How to help your clients navigate the current environment and prepare for future chaotic situations.

Risks For Wealthy Multiply As Socioeconomic Change Looms

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The wealthy face a whole host of new risks as the U.S. heads for socioeconomic change.

Estate Planning In The Age Of Covid

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The rapid escalation of the coronavirus pandemic has motivated clients to finalize their estate planning documents.

Ready For A Vacation? Don’t Bank On Travel Insurance

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There are a lot of moving parts when it comes to protecting the cost of your trip.

HNW Wealth Managers Must Shift Gears On Risk Management

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An investment portfolio should be managed appropriately to the economic conditions.

Why Kids Should Go Straight Back To School

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It’s a fiendishly hard decision based on incomplete data, but the right choice is to let children resume their education.

Reinventing Vacations For The Coronavirus Era

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The world’s biggest package-holiday company has given a glimpse of what vacations will look like as long as the novel coronavirus remains a potent health threat...

Family Office Insights: Practical Tips For Cybersecurity While Working From Home

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We all have to take extra care when it comes to the technology we use and how we use it.

Four Tips For HNW Individuals Desiring To Utilize Record-High Lifetime Exemptions

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Here are four tips for high-net-worth individuals desiring to capitalize on the record-high lifetime exemptions.

Ways To Turn Current Low Interest Rates And Market Volatility Into Wealth Transfer Opportunities

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Here are five planning ideas that can be considered in this environment.

Sponsor Insights: Veteran Shares Access to Family’s Non-Correlated Assets

by Andrew Peterson

With current volatility and geopolitical risks, global high net worth individuals are investing in a niche, non-correlated hard asset.

Hamptons Houses Are Now Luxury Coronavirus Bunkers

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The summer retreat began early, but there’s no true escape from Covid-19.

How To Spark Joy In The Lives Of Your Beneficiaries

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The goal is to make sure family members will be satisfied—giving the donor as much joy as the beneficiaries.

The Future Of Opportunity Zone Funds Could Be In Renewable Energy

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Renewable energy-focused funds potentially offer solid returns with a lower risk profile.

How Estate Plans Fail

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The reasons that estate plans fail can be grouped into one of two categories.

Warren Buffett Is Waiting For One Last Big Score

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One of the greatest investors of all time senses an opportunity coming.

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