More and more wealthy clients are abandoning their newly completed estate plans, alleging that the final result does not suit their needs.
Ultra-high-net-worth individuals are using their wealth for green projects and investments that align with their values...
Clear goals and plans may ensure lage charitable gifts are used the way donors intended. Neil T. Kawashima View all articles by Neil T. Kawashima
Private equity firms have traditionally focused on the super-rich, leaving few options for other wealthy investors.
Various strategies can help the ultra-affluent manage their concentrated stock positions...
Players come and go as the life settlement marketplace races towards maturity.
Clients whoese businesses have substantial risk should consider the benefits of a captive insurance company...
Investment managers need better succession planning to preserve their personal wealth and their firm's future...
Holding wealth managers to higher standards will preserve the complex and customized nature of the service.
Tax-efficient techniques help the wealthy transfer their homes to the next generation.
Exploring the ongoing turf battle between taxpayers and the IRS over FLPs.
Defective title can be a financial and public relations nightmare for wealthy art collectors. Lawrence M. Shindell View all articles by Lawrence M...
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After The Facts Russ Alan Prince Russ is an editor of Private Wealth magazine and the president of Prince & Associates, Inc...
Private security professionals rely on a range of activities to help their wealthy clients protect the things they hold most dear.
An incentive trust may motivate heirs, but avoiding pitfalls in setting one up is crucial.
State death tax are an afterthought for many clients, but they often mean big bucks.
New research reveals what services are needed to win the loyalty of wealthy clients.
Investors with money to burn are falling in love with classic collectible cars. Karen DeMasters Karen DeMasters is a contributing editor of Private Wealth...