March 2010

A Study In Contrasts

by Hannah Shaw Grove

A sophisticated combination of elegance and edge define the one-of-a-kind jewelry designs of H.R.H. Prince Dimitri of Yugoslavia.

Parenting Vs. Spoiling

by Caren Chesler

The scions of wealthy families require the right nurturing and guidance to appreciate the value of money-and life.

Preserving The Family Business

by Jan Alexander

Sometimes, the goal of a succession plan is to keep the children away from the family enterprise.

Efficient Gifting

by Stephen Liss and Hallie Aronson

Trusts and tax-advantaged accounts are powerful tools for gifting to children

Trusts As A CaretakingTool

by Robert Morrill

Non-tax issues come to the forefront when crafting an estate plan for single parents and parents of special needs children. 

Crafting Family Memories

by Kathy Reilly

Wealthy clients have been asking concierges for more help planning their children's activities.

A Technology Transformation

by Ritch Gaiti

A carefully planned technology overhaul can provide a boost to a family office's overall operations.

Searching For Adventure

by Robert Margolis

This firm scours the globe on behalf of high-end tourists looking for the ultimate vacation.

A Lonelier Life At The Top

by Hannah Shaw Grove

The size and scope of the ultra-affluent market have shrunk since 2008, but opportunities remain for conscientious advisors.

The 'Credit Geek' Factor

by Michael S. Fischer

The two managers heading Hotchkis and Wiley's new fixed-income fund have spent decades hunting down cheap credit bonds.

A Shrinking Market

by Alan F. Rothschild Jr.

To survive a declining marketplace, estate-tax planners need to broaden the scope of their services.

Filling The P&C Insurance Gap

by Joseph M. Weiss

Wealth managers should consider adding a property and casualty insurance specialist to their consulting teams.

The Glass Bead Game

by Russ Alan Prince and Hannah Shaw Grove

Money Rules

The Play Of Seven Knives

by Russ Alan Prince

After The Facts

Editor's Note

State Of Play

by Hannah Shaw Grove

Editor's Note


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