by Hannah Shaw Grove
Editor's Note
by Russ Alan Prince
First in a two-part series.
by Timothy Lappen
Here are some of the key issues to consider when creating an estate plan for multiple generations.
by Russ Alan Prince
After The Facts
by Ellie Winninghoff
Most families who own vineyards and timberland have made no plans for passing these land-based assets to future generations.
by Caren Chesler
Stuart Varney of Fox Business News is a vigorous proponent of free-market capitalism- both as a journalist and a successful investor.
by Raymond Fazzi
Pure insurance focuses exclusively on U.S. residents with homes valued at $1 million and up.
by Hannah Shaw Grove and Brett Van Bortel
A small percentage of highly evolved practitioners use a consultative approach and an ambitious mindset to outdistance the rest of the advisory universe.
by David Friedman
Advisors should strive to help ultra-high-net-worth clients manage their time and social connections.
by Thomas M. Kostigen
Maxwell Drever looks for high financial and social returns in a real estate strategy that focuses on renovating urban multifamily housing.
by David Wrubel
Income-producing real estate provides predictable income streams with a degree of principal safety.
by Keith M. Bloomfield and Frank W. Seneco
Premium financing is an excellent way to insert life insurance into an estate plan, but faulty structuring can prove disastrous.
by Schuyler Carroll, Colonel Betz and Richard London
Acquiring the discounted assets or equity of bankrupt companies can be a lucrative investment strategy.
by Russ Alan Prince
After The Facts
by Russ Alan Prince
Professionals get the overwhelming majority of their super-rich clients from influencer referrals. This approach is vastly superior to every other marketing initiative, including client referrals.
by Hannah Shaw Grove
I was talking to one of the best-known and most respected attorneys in the family office space a few weeks ago...
by Margaret Talev
Critics say the White House is wasting an opportunity to promote U.S. winemakers by withholding state dinner wine lists.
Culture, Industry Drive Family Business, Study Says
In some countries, businesses are run by people thrown together by happenstance...
by Michael S. Fischer
F-Squared's AlphaSector strategy is grounded in asset protection, though investors might miss out on wild market upswings.
