Specializations
- Business Development
- Entrepreneurs
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- Interviews
- Negotiation
- Philanthropy
- Research
- Super-Rich
- Wealth Management
- Wealth Planning
- Wealthy
March 2011
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Major League Giving
Sports stars such as N.Y. Yankee Curtis Granderson are leveraging their fame and fortune to help those in need. more
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Taxed To The Limit
Despite the recent federal tax compromise, many rich Americans still feel they're being asked to surrender too much of their wealth to Uncle Sam. more
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Your Dual-Impact Brand
To get the most out of a brand, it should appeal to both the financial elite and professional "influencers." more
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Casting A Wide Net
Wealth manager Signature's service arc stretches from affluent individuals to families with more than $25 million. more
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Personal Health Portfolios
An advisor-based portfolio approach can help affluent families manage personal health care issues. more
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Lockout Survival Strategies
With possible work stoppages looming in the NFL and NBA, athlete clients may soon see their income cut off. more
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Alternatives For The 'Masses'
Ramius LLC is working on bringing institutional-quality alternative investments to mass-affluent retail investors. more
Major League Giving
by Michael DolanSports stars such as N.Y. Yankee Curtis Granderson are leveraging their fame and fortune to help those in need.
Taxed To The Limit
by Caren CheslerDespite the recent federal tax compromise, many rich Americans still feel they're being asked to surrender too much of their wealth to Uncle Sam.
Your Dual-Impact Brand
by Bruce H. Rogers and Russ Alan PrinceTo get the most out of a brand, it should appeal to both the financial elite and professional "influencers."
Casting A Wide Net
by Karen DeMastersWealth manager Signature's service arc stretches from affluent individuals to families with more than $25 million.
Personal Health Portfolios
by David Solie and Janet Schraw-SolieAn advisor-based portfolio approach can help affluent families manage personal health care issues.
Lockout Survival Strategies
by David M. RossWith possible work stoppages looming in the NFL and NBA, athlete clients may soon see their income cut off.
Alternatives For The 'Masses'
by Michael S. FischerRamius LLC is working on bringing institutional-quality alternative investments to mass-affluent retail investors.
Understanding Preferreds
by Eric UhlfelderPreferred shares represent a small share of the stock market, but they can serve many roles in investment management.
The Happy Trustee
by Mark S. Furman and Emily C. ShanahanTrustees can take steps to help avoid conflicts or litigation with a trust's beneficiaries.
A Two-Year Window
by Edward A. RennThe 2010 Tax Relief Act gives clients a chance to transfer substantial wealth free of tax, but they must act quickly.
Unwanted 'Admirers'
by Philip Scala and Asa Bret PrinceStalkers are normally associated with celebrities, but the wealthy must also be wary of becoming victims.
Beyond Estate Taxes
by Kenneth J. MastersLife insurance can serve as a unique investment hedging tool.
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