For the ultrawealthy, the value of life insurance goes well beyond the death payout.
Wealth, success and social rank offer no protection from the powerful grasp of alcohol and drug addiction.
Intentionally defective grantor trusts may soon replace GRATs as the "chicken soup" of estate tax planning.
These popular college-savings accounts can get complicated when used as part of an overall estate plan.
Hatteras Funds offers advisors access to 140 hedge fund and private equity investment managers in a single mutual fund.
Wealth managers need to develop security measures across all aspects of their office operations.
The screening of your clients' estate and household staff should be as thorough as an executive search.
Here's how to assess a family's "complexity factor" early in the recruitment process.
When it comes to dealing with the fruits of reproductive technologies, estate-planning law has not kept up with science.
Thomas Davidow counsels families about one of the biggest threats to their businesses: themselves.
Equinox Fund Management says managed futures accounts have yet to be fully appreciated as portfolio diversifiers.
Federal Street Advisors Makes A Habit Of Helping Its Wealthy Clients Reach Their Investing and Philanthropic Goals.
The nation's unprecedented housing distress has created new opportunities in the residential mortgage securities market.
In today's tough marketplace, a carefully cultivated brand can help your advisory firm stand out in the crowd.
The rise of "cloud computing" could lead to better and cheaper wealth management technology.
Some of the nation's wealthiest people are leaving huge chunks of their estates to their pets-to the chagrin of their human relatives.
Client meetings are a waste of time and money if they're not conducted properly.
Family office advisors should take the lead in helping young family members take the reins of leadership.