PW Magazine

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An Investment For Life

by Michael Brier

For the ultrawealthy, the value of life insurance goes well beyond the death payout.

Families, Wealth And Addiction

by William F. Messinger

Wealth, success and social rank offer no protection from the powerful grasp of alcohol and drug addiction.

IDGTs For The Soul

by Lisa S. Presser and Lance T. Eisenberg

Intentionally defective grantor trusts may soon replace GRATs as the "chicken soup" of estate tax planning.

Avoiding Section 529 Plan Pitfalls

by Susan T. Bart

These popular college-savings accounts can get complicated when used as part of an overall estate plan.

An All-In-One Alternative

by

Hatteras Funds offers advisors access to 140 hedge fund and private equity investment managers in a single mutual fund.

Beyond Investment Risk

by Elaine Spang

Wealth managers need to develop security measures across all aspects of their office operations.

Seeking Mr. Jeeves

by Kim Cassford

The screening of your clients' estate and household staff should be as thorough as an executive search.

The Huxtables? Or The Sopranos?

by James A. Grubman and Dennis T. Jaffe

Here's how to assess a family's "complexity factor" early in the recruitment process. 

The Rights Of Test Tube Heirs

by Caren Chesler

When it comes to dealing with the fruits of reproductive technologies, estate-planning law has not kept up with science.

Voice Of Reason

by Hannah Shaw Grove

Thomas Davidow counsels families about one of the biggest threats to their businesses: themselves.

Under The Investment Radar

by Michael S. Fischer

Equinox Fund Management says managed futures accounts have yet to be fully appreciated as portfolio diversifiers.

Beyond Satisfied

by Eric L. Reiner

Federal Street Advisors Makes A Habit Of Helping Its Wealthy Clients Reach Their Investing and Philanthropic Goals.

A New Asset Class?

by Todd Gorelick and Ben Brostoff

The nation's unprecedented housing distress has created new opportunities in the residential mortgage securities market.

Crafting A Brand

by Russ Alan Prince and Bruce H. Rogers

In today's tough marketplace, a carefully cultivated brand can help your advisory firm stand out in the crowd.

A Silver-Lined Future

by Ritch Gaiti

The rise of "cloud computing" could lead to better and cheaper wealth management technology.

Furry Beneficiaries

by Robert Margolis

Some of the nation's wealthiest people are leaving huge chunks of their estates to their pets-to the chagrin of their human relatives.

Productivity Through Listening

by Molly Sargent

Client meetings are a waste of time and money if they're not conducted properly.

Helping Tomorrow's Leaders

by Pascal N. Levensohn

Family office advisors should take the lead in helping young family members take the reins of leadership.

Okuden

by Russ Alan Prince

After The Facts

The Many Paths To Elite Status

by Russ Alan Prince and Hannah Shaw Grove

Money Rules

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