by Hannah Shaw Grove
Roy Ballentine of multifamily office Ballentine Partners has carried out a successful succession plan that was years in the making.
by Leila Boulton
Making money on thoroughbred horses is a long shot, but advisors can
help clients manage the risks while maximizing the fun and (possible) gains.
by Caren Chesler
All the gifting that was rushed into place at the end of 2012 proved
unnecessary. Now, many clients want their assets back.
by Kendra Thompson
Advisors need to capture the business of a baby boom generation that is expected to pass down $30 billion in assets over the next three decades.
by Eric Uhlfelder
Barnegat Fund manager Bob Treue, who has been known to turn away investors if he feels he can’t do enough for them, isn’t your typical hedge fund manager.
by Helen R. Friedli, Mark Selinger, & Jake Townsend
Wealthy families have started to discover the advantages of
direct investing, but they should be aware of potential pitfalls.
by Michael S. Fischer
Rare violin values are at all-time highs, eliciting joy among investors and chagrin for violinists who can no longer afford the best instruments.
by Frederic J. Marx
Family-held businesses have long struggled to maintain size and stature through generations...
by Russ Alan Prince
An advisor set up a charitable remainder trust for a client.
by Edward A. Renn & Frank W. Seneco
Large income tax events are often met with distress by tax bill recipients, but they are a nice problem to have.
