Health-care reform jabs at affluent clients and business owners from multiple angles.
Vente-Privee.com, an online discounter of high-end luxury items, has recently added wine to its Internet offerings.
By carefully assessing the financial and organizational soundness of nonprofits, advisors can make sure client donations are well spent.
Advisors who take a team approach are better able to keep clients on the right financial path.
Wealthy investors are growing more interested in companies that not only take their money, but also their knowledge and expertise.
Many lessons can be learned from how the former Bain Capital CEO built his huge retirement nest egg.
Endeavor Catalyst is a new philanthropic fund for those who want to back the world's best emerging market entrepreneurs.
Wealthy parents can go to great lengths to cut their children's spouses out of the will-even if it means disrupting the marriage.
The fastest-growing multifamily offices are mostly small operators that are successfully competing with big banks.
Billionaire Richard Branson sees business as a positive force for change in efforts ranging from the development of clean fuels to wildlife conservation.
The ultra-rich are lining up to buy condos at one57, a towering glass high-rise that is changing the face of Manhattan luxury housing.
Born to a poor, teenage mother in rural Jamaica, billionaire Michael Lee-Chin considers himself a "statistical improbability."
Executives and wealthy families are turning to medical concierge services for a level of care that exceeds the national norm.
A carefully planned meeting is the best way for advisors to find out what matters most to members of a family.
With its exploding population of ultra-high-net-worth residents, Singapore is poised to become a focal point of family office growth.
Genter Capital Management offers a fixed-income strategy designed to help clients achieve reduced volatility and stable income.
Launching a mutual fund isn't cheap or easy, but it can be a rewarding experience that opens up your investment strategies to a wider audience.
Advisors serving institutions and nonprofits need to be mindful of the special investing rules that apply to these clients.
Here are some of the key issues to consider when creating an estate plan for multiple generations.