Choosing the right jurisdictions for your client's charity involves more art than number crunching.
Any financial advisor worth his or her salt should discourage clients from any overt market timing.
Family offices are moving away from funds as a result of fees and transparency issues.
Here are some strategies advisors can use to prepare clients for a major liquidity event.
Many people don’t realize that there are many non-cash assets that can be donated to a qualified charity.
The most important considerations all relate to the people who actually make up a private equity firm.
North American family offices took on more risk in 2015, with offices searching for greater investment returns.
More gun owners are expected to create legal trusts for their firearms with tougher regulations coming in July.
A multi-series insurance dedicated fund takes the difficulty out of tax efficient investing
Several factors make preferred securities an attractive option for today’s fixed-income investor.
The year 2015 provided another bumper crop of decisions in trusts and estates disputes
For clients looking for advice about the disposition of their wealth, establishing an endowment may be a fulfilling solution.
The same corrosive dynamics that plagued the European Three giants of the banking industry underlie the foundations of the U.S. Big Four, says this author.
The Zuckerberg Chan Initative has started a conversation about the next generation of philanthropy.
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.