by Gary Morse
Intercepted files and compromised data are among the many risks facing a business with unsecured systems and technology...
by Darrell Aviss
Offshore asset protection solutions can help the affluent shield their fortunes from random opportunists and baseless lawsuits...
by Pat Trammell
It takes more than desire and deep pockets to secure a $100 million life insurance policy.
by Larry Simon
Unneeded life insurance policies can help seniors realize their charitable-giving goals...
by Brett Van Bortel
Preparing for, executing and analyzing your meetings with possible referral sources can help you achieve better results...
by Dominick Roncace
Advisors expand their wealth management platforms with concierge services
Dominick Roncace
Dominic
Roncace is the president, chief operating officer and managing...
by Eric L. Reiner
Angel investors can help burgeoning businesses access the things they need most-experience and funding.
Eric L. Reiner
Eric L...
by
Evan Simonoff
Market turbulence reshuffles the deck for hedge funds...
by Hannah Shaw Grove
Most client acqisition programs are considered ineffective by the financial organizations using them.
by Timothy Lappen
The complexities of being an employer can put those with the most to lose at greater risk...
by Daniel Schley
How the confluence of wealth and technology are redefining philanthropy and ushering in an age of innovation and social change.
by Hannah Shaw Grove
GenSpring Family Offices and its CEO, Maria Elena "Mel" Lagomasino, help its families find the value in their own unique combination of human, intellectual and financial capital...
by Hannah Shaw Grove
Editor's Note
by Hannah Shaw Grove
After The Facts
Hannah Shaw Grove
Ms...
by Mitch Gitter
Taking the offensive when managing a crisis can lead to faster and more decisive resolution.
by Joshua S. Rubenstein
The challenges of marital planning rise as affluent families and their assets become more global.
Joshua S. Rubenstein
Joshua S...
by Eric L. Reiner
The arcane world of asset protection trusts is overflowing with as many hazards as opportunities.
Eric L. Reiner
Eric L...
by Rick Blaser
Dynasty trusts are a tax-effective way for young millionaires to care for subsequent and previous generations...
by James R. Robinson
The scheme of stranger-owned life insurance puts the industry at risk for very little upside.
