by Mollie Bunis
Advisors should be an active participant in helping wealthy families bring children into philanthropic leadership roles.
by Philip Scala and Howard Kleinhendler
Financial advisors need to be at the ready when their clients get a midnight phone call informing them their child has been thrown in jail.
by Hannah Shaw Grove
Multifamily offices and private banks see an increasing need for self-defense programs that help protect their wealthy clients.
by Barbara T. Kaplan
The IRS is giving the holders of secret offshore accounts another chance to fess up, but with higher penalties than 2009's amnesty program.
by Russ Alan Prince
After The Facts
by Edward A. Renn
The 2010 Tax Relief Act gives clients a chance to transfer substantial wealth free of tax, but they must act quickly.
by Michael Dolan
Sports stars such as N.Y. Yankee Curtis Granderson are leveraging their fame and fortune to help those in need.
by Caren Chesler
Despite the recent federal tax compromise, many rich Americans still feel they're being asked to surrender too much of their wealth to Uncle Sam.
by Bruce H. Rogers and Russ Alan Prince
To get the most out of a brand, it should appeal to both the financial elite and professional "influencers."
by
Karen DeMasters
Wealth manager Signature's service arc stretches from affluent individuals to families with more than $25 million.
by David Solie and Janet Schraw-Solie
An advisor-based portfolio approach can help affluent families manage personal health care issues.
by David M. Ross
With possible work stoppages looming in the NFL and NBA, athlete clients may soon see their income cut off.
by Michael S. Fischer
Ramius LLC is working on bringing institutional-quality alternative investments to mass-affluent retail investors.
by Mark S. Furman and Emily C. Shanahan
Trustees can take steps to help avoid conflicts or litigation with a trust's beneficiaries.
by Russ Alan Prince
After The Facts
by Hannah Shaw Grove
Editor's Note
by Philip Scala and Asa Bret Prince
Stalkers are normally associated with celebrities, but the wealthy must also be wary of becoming victims.
by Eric Uhlfelder
Preferred shares represent a small share of the stock market, but they can serve many roles in investment management.
