Specializations
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- Super-Rich
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- Wealthy
Summer 2016
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A Perfect Union
Clients may have been the real winners when Atlantic Trust Private Wealth Management was acquired by CIBC. more
Summer 2016 -
Death And Taxes For Wealthy Foreigners
Rich immigrants are streaming into the U.S. and they’re bringing lots of assets and estate planning needs with them. more
Summer 2016 -
Filling The Climate Gap
The Rockefeller Foundation is trying to help fill a $2.5 trillion gap in the drive for a healthier world. more
Summer 2016 -
SFOs Ante Up On Private Equity
Wealthy families like the sector’s performance, and they often have expertise to offer for the businesses they invest in. more
Summer 2016 -
An Investment To Flip Over
U.S. rare coins provide investors with more than just a chance to own something that once sat in George Washington’s pocket. more
Summer 2016 -
When Is An Inheritance Too Big?
Rich clients are increasingly pondering this question as they try to create wills that will enhance rather than ruin their children’s lives. more
Summer 2016 -
The Virtual Estate
Fiduciaries who need access to a deceased client’s digital assets continue to run into a web of obstacles. more
Summer 2016
A Perfect Union
by Eric L. ReinerClients may have been the real winners when Atlantic Trust Private Wealth Management was acquired by CIBC.
Death And Taxes For Wealthy Foreigners
by Carol J. ClouseRich immigrants are streaming into the U.S. and they’re bringing lots of assets and estate planning needs with them.
Filling The Climate Gap
by Thomas M. KostigenThe Rockefeller Foundation is trying to help fill a $2.5 trillion gap in the drive for a healthier world.
SFOs Ante Up On Private Equity
by Hannah Shaw GroveWealthy families like the sector’s performance, and they often have expertise to offer for the businesses they invest in.
An Investment To Flip Over
by Michael ContursiU.S. rare coins provide investors with more than just a chance to own something that once sat in George Washington’s pocket.
When Is An Inheritance Too Big?
by Robert G. KuchnerRich clients are increasingly pondering this question as they try to create wills that will enhance rather than ruin their children’s lives.
The Virtual Estate
by Marjorie SuismanFiduciaries who need access to a deceased client’s digital assets continue to run into a web of obstacles.
‘Storm’ Hits Life Insurers
by Jeffrey D. Dattolo, David BuckwaldLow interest rates, squeezed profits and longer life spans have created a “perfect storm” for life insurance firms and their policyholders.
Time And Tide: The Legacy Dream
by David LanskyIn this inaugural column of an ongoing series, we will address the myriad factors that play into successfully maintaining wealth across generations.
Counting The Super-Rich
by Russ Alan PrinceNo one has been able to accurately size the market, but if you’re an advisor or even a senior manager in a larger financial institution, it really doesn’t matter.
The South Dakota Story
by South Dakota Trust AssociationThe casual observer has probably encountered a South Dakota story without even knowing it...
Editor's Note
This ‘Uncertainty’ Is Not A Cliché
by Ray FazziAs we all know, investors hate uncertainty, but it’s hard for the topic not to sound trite.
News
More Tortoise Than Hare In U.S. Wealthy
by Karen DeMasters, Carol J. ClouseThe wealthy are a diverse group of people who nevertheless have a lot in common, according to the survey of 684 people with at least $3 million in investable assets.