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January 2011
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Built On Success
Silvercrest Asset Management Group was built on many of the principles honed at bygone investment bank Donaldson, Lufkin & Jenrette. more
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The Outsiders
One of the scariest decisions a family business may face is whether to hand a key management position to someone outside the family circle. more
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Expanding The Playing Field
Sports agents are responding to the increased demands of professional athletes by setting up their own multifamily offices. more
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Medical Dream Teams
ExpertConsensus organizes panels of leading physicians to point its ailing clients toward advanced treatments. more
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Keeping Things Simple
It's time for advisors to trash the fancy reports and help clients achieve a clear understanding of their investments. more
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Calling In The Experts
Outside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies. more
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Culling 'Good' Real Estate
Jerry Reinsdorf's Michigan Avenue Real Estate Group continues to find worthy investments in "busted" residential bank portfolios. more
Built On Success
by Eric L. ReinerSilvercrest Asset Management Group was built on many of the principles honed at bygone investment bank Donaldson, Lufkin & Jenrette.
The Outsiders
by Caren CheslerOne of the scariest decisions a family business may face is whether to hand a key management position to someone outside the family circle.
Expanding The Playing Field
by Michael Dolan, Lauren Hoard and Russ Alan PrinceSports agents are responding to the increased demands of professional athletes by setting up their own multifamily offices.
Medical Dream Teams
by Karen DeMastersExpertConsensus organizes panels of leading physicians to point its ailing clients toward advanced treatments.
Keeping Things Simple
by Joseph Geier and Melissa JordanIt's time for advisors to trash the fancy reports and help clients achieve a clear understanding of their investments.
Calling In The Experts
by Bob SheproOutside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies.
Culling 'Good' Real Estate
by Michael S. FischerJerry Reinsdorf's Michigan Avenue Real Estate Group continues to find worthy investments in "busted" residential bank portfolios.
Betwixt Recession And Prosperity
by David L. DonabedianThe fragile economy should continue to improve in 2011, but at a subdued pace that will require investors to rein in expectations.
The 45th Annual Heckerling Institute On Estate Planning
by Kathryn W. MireeIf an endowment or other long-term gift is to withstand the ravages of time, it must be made flexible with clearly stated goals.
Rising Above The Chaos
by Jan AlexanderThe unsettled status of the estate tax shouldn't deter clients from taking care of their long-term wealth protection planning.
Writing Off U.S. Citizenship
by Caren CheslerSome of the nation's wealthy are taking their unhappiness about taxes to an extreme-by renouncing their U.S. citizenship.
Polishing Up Jewelry Insurance
by John PaoliniClients need to update their jewelry insurance to reflect the rising price of gold and other precious metals.
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