by Troy Onink
A well-crafted tax planning strategy can significantly cut down on the college costs of affluent clients.
by Hannah Shaw Grove
Adopting an all-business approach can help family-owned businesses reach higher levels of success and profitability.
by Russ Alan Prince
IRS Creates High Wealth Unit
The Internal Revenue Service is putting a sharper focus on tax law enforcement among the nation's wealthiest citizens...
by Hannah Shaw Grove
Money Rules
by Hannah Shaw Grove
Some billionaires are household names-say Donald Trump, Bill Gates or
Richard Branson. You know the kind of person I'm talking about. Someone
who's not afraid to take big risks...
by Hannah Shaw Grove
This summer, USA Network debuted an hour-long drama called Royal Pains. The show follows a former emergency room doctor in his new incarnation as a medical concierge in the Hamptons...
Schwab: Family Offices Weather Storm
High-end advisors have been taking their lumps along with everyone else in this economic crisis, but the family office niche remains...
by Caren Chesler
The Client Experience
It remains one of the most horrific kidnappings in history...
by Caren Chesler
Falling asset values and income are pushing wealthy clients over the edge when it comes to filing for divorce
by Joesph Geier and Melissa Jordan
Serving as an advisor to professional athletes requires a thorough understanding of their complex and unique issues.
by Bryan Bell
The principles of asset allocation can be applied to managing office technology.
by Jon Carroll and Elvira Orza Hnatov
Directory of Family Office and Wealth Advisory Technology Service Providers
by David Bokman
White Paper Excerpt Sponsored By Genspring Family Offices
by Gregory Bresiger
Third Avenue Management finds hidden treasure among Wall Street's forgotten companies.
Gregory Bresiger
View all articles by Gregory Bresiger
by Alan Kufeld, Richard J. Flynn, Frank W. Seneco
New tax laws have made qualified retirement plans potentially more attractive to wealthy business owners...
by Russ Alan Prince
After The Facts
Russ Alan Prince
Russ
is an editor of Private Wealth magazine and the president of Prince
& Associates, Inc...
by Hannah Shaw Grove
In mid-June I was fortunate to hear Tal Ben-Shahar, the author of
Happier, speak at a private event about the importance of positive
psychology... always, and especially in these difficult...
by Robert Margolis
A Van Kampen advisor program stresses the importance of word choice in effectively communicating with nervous clients...
by G. Scott Budge
Famil meeting facilitators are in high demand, but advisors can reap rewards by taking on the role themselves.
G. Scott Budge
View all articles by G...
by Hannah Shaw Grove , Richard J. Flynn
During tough times, the efficiency of the multifamily office model has increasing appeal.
