by Jeff Schlegel
Alternative Investments Are The Rage, But It's A Broad Space Requiring Lots Of Due Diligence.
by
Dorothy Hinchcliff
The author of a paper that looks at how to determine optimal leverage in
an investment portfolio is the 2010 first-place winner of a $10,000 award for advancements in active management.
Brown Brothers Harriman & Co. wants to make a bigger name for itself
in the wealth management business.
Some ultra-rich families worry that proposed financial reforms
could oblige them to close their single-family offices due to high
compliance costs and diminished privacy.
Estate tax audits by the Internal Revenue Service are as aggressive as
ever, and maybe even more so, despite the uncertain fate of the federal
tax on estates of the wealthy.
One group of billionaires and millionaires is pushing for an end to Bush-era tax cuts.
by
Dorothy Hinchcliff
Advisors to ultra-wealthy families are preparing their clients for a
protracted climb out of the nastiest, and possibly the longest, economic
downturn since the 1930s.
by Eleanor O'Sullivan
Financial advisors who want to attract and retain younger investors may want to have their SRI ducks in a row.
Pitcairn is a multi-family office that prides itself on putting hurdles in the
career paths of family members who want in to the company.
There is a window of opportunity to tap into the huge gift-tax savings now associated with a GRAT before Congress clamps down on the rules.
2011 workshops
06/20/2011 - Creating a Multi-Family Office Pre-conference Workshop
The disappearance of the estate tax this year has moved tax attorneys to protect themselves against the threat of possible lawsuits.
The health-care overhaul President Barack Obama has signed into
law will mean big changes for many small businesses.
by
Dorothy Hinchcliff
The nation's wealthy already appear to be bouncing back somewhat from the recession, according to a new survey.
Sorry this page is no longer available
Wealthy Americans who cut back on charitable giving because of the
economic downturn are looking for ways to be more disciplined and
objective with their philanthropy.
A government move to make U.S. single-family offices register as
investment advisors shows how the interests of the super-wealthy are
cast aside when they run up against populist measures.
Long used for estate sales, wealthy individuals are turning to auctions to sell jewelry, antiques and other valuables.
by
Ray Fazzi
Guggenheim Partners LLC has reached an agreement to purchase Security Benefit Corporation,
whose holdings include SGI|Security Global Investors and Rydex|SGI.
Even high-net-worth investors are turning more often to their financial
advisors for help with a benefit generally associated with the less
affluent: Social Security.
