Among all professionals including trusts and estates (T&E) lawyers, there is tremendous competition for ultra-wealthy clients who are defined as having a net worth of US $30 million or more...
Private placement life insurance (PPLI) has become a significant and well-used financial solution among the ultra-wealthy and leading single-family offices...
There is NO question that a majority of the wealthy and more so the ultra-wealthy prefer working with multi-family offices as opposed to other types of providers...
Tim Paulin, CFA, is the senior vice president, of investment research and product management at Touchstone Investments. His experience in the financial services industry dates to 1986...
Lara Rhame is chief U.S. economist for FS Investments, a $35 billion alternative asset manager. She is responsible for analyzing developments in the global and U.S...
For the most part, a will only deals with legal concerns. Having a will is usually essential and it’s regularly part of your more comprehensive estate plan...
An entrepreneur sold his company for about $50 million U.S. after taxes...
Part battle-savvy boardroom consigliere, part player-coach, part modern-day renaissance man, Michael J. Boydell has been the X factor behind the winning moves of elite-level performers for 20+...
John Del Vecchio manages short-only portfolios and serves as a principal and portfolio manager for Ranger Alternative Management LP (“Ranger”), which sub-advises the Ranger Equity Bear ETF...
Brad Roth is CIO and founder at THOR Financial Technologies...