by Jan Alexander
Sometimes, the goal of a succession plan is to keep the children away from the family enterprise.
by Stephen Liss and Hallie Aronson
Trusts and tax-advantaged accounts are powerful tools for gifting to children
by Robert Morrill
Non-tax issues come to the forefront when crafting an estate plan for single parents and parents of special needs children.
by Kathy Reilly
Wealthy clients have been asking concierges for more help planning their children's activities.
by Ritch Gaiti
A carefully planned technology overhaul can provide a boost to a family office's overall operations.
by Robert Margolis
This firm scours the globe on behalf of high-end tourists looking for the ultimate vacation.
by Hannah Shaw Grove
The size and scope of the ultra-affluent market have shrunk since 2008, but opportunities remain for conscientious advisors.
by Michael S. Fischer
The two managers heading Hotchkis and Wiley's new fixed-income fund have spent decades hunting down cheap credit bonds.
by Alan F. Rothschild Jr.
To survive a declining marketplace, estate-tax planners need to broaden the scope of their services.
by Joseph M. Weiss
Wealth managers should consider adding a property and casualty insurance specialist to their consulting teams.
by Hannah Shaw Grove
Editor's Note
by Russ Alan Prince and Hannah Shaw Grove
Money Rules
by Russ Alan Prince
After The Facts
by Richard J. Flynn and Daniel J. Scott
When celebrities pass away, chaos can ensue if they failed to create a carefully considered estate plan.
by Charles D. Fox IV
Family conflict is almost an inevitable part of family business succession planning.
by Russ Alan Prince
After The Facts
by Michael S. Fischer
Eagle Global Advisors relies on multifamily offices and other intermediaries to deliver its international equity strategy to high-net-worth investors.
by Hugh Bagatelle
Here's how a family office can get the most out of Excel and other office spreadsheets.
by Jan Alexander
Michelle Jordan helps her wealthy clients protect their public image-especially during times of scandal or adversity.
