An advisor set up a charitable remainder trust for a client.
When the wealthy want to make their own music, they often ask Troy Germano to build them a state-of-the-art recording studio.
Not content with controlling people while alive, some benefactors use heavy-handed wills to manipulate Heirs after death.
Program-related investments are little-known tools that greatly expand the ways foundations can put their dollars to good use.
After a six-year struggle to launch an environmentally friendly resort town in Costa Rica, billionaires Tom Claugus and Charles Brewer are moving closer to their dream.
Colored diamonds, road trips to the South Pole or even a moon rock could make the perfect gift item for that person who supposedly has everything.
Wary of traditional investments, some high-net-worth individuals and family offices are on a quest to find valuable collectibles to preserve and grow their fortunes.
There are six planning steps entrepreneurs should take to prepare for the day they unlock the value in their businesses.
Prospective donors should conduct thorough due diligence on the charities they're considering helping, including face-to-face meetings with staff.
An integrated approach to estate planning raises the likelihood of successful wealth transfers.
After The Facts
Armstrong's Downfall May Cost Him $200M+ (Bloomberg News) Lance Armstrong may lose as much as $200 million in future earning potential, more than the wealth he accumulated in...
Advanced Planning
Renee Haugerud would rather trudge through a cornfield than stare at a computer screen to research her next commodity bet.
As we wrap this issue, it's late October and Halloween is just around the corner. I have a particular affinity for Halloween. In the spirit of full disclosure, it happens to be my birthday...
Nonprofessionals who are asked to serve as trustees need to know the risks and responsibilities they would bear.
Wealthy investors are growing more interested in companies that not only take their money, but also their knowledge and expertise.
Endeavor Catalyst is a new philanthropic fund for those who want to back the world's best emerging market entrepreneurs.
Many lessons can be learned from how the former Bain Capital CEO built his huge retirement nest egg.
Advisors who take a team approach are better able to keep clients on the right financial path.