by
Scott Mahon
When are trustees required to give beneficiaries information about
their trusts?
by
Richard Weiss
Celebrities and other wealthy travelers are being offered a terminal of their own—for a hefty price.
by
Caroline Rasmussen
High-net-worth investors should consider smaller, specialized hedge funds.
by
Leila Boulton
The president’s immigration and trade policies could harm innovation, but his tax cuts and deregulation could boost investment.
by
Eric L. Reiner
Pathstone Federal Street believes clients benefit when its
ownership is distributed to talented professionals.
by
Carol J. Clouse
The new president’s policy goals
have fired up impact investors who
take a differing view of the world.
by
Russ Alan Prince
Peter Sasaki of CGS Financial Solutions talks about the growing appeal of private placement life insurance.
by
Karen DeMasters
People are about to pass along a lot of wealth to their children. But they aren’t talking about it. That’s bad.
by
Karen DeMasters
Want to know how not to do an estate plan? Look at what Prince and these other celebrities did.
by
Alexander A. Bove Jr.
Strong asset protection is a planning component often overlooked
by family offices.
by
Scott Kegler
Direct investments open up a new avenue of insurance risks that advisors
need to assess.
by
Jennifer Pendergast
How do wealthy families maintain harmony as new members
get on the train?
by
Russ Alan Prince
Under the Trump administration, the business of managing money for the wealthy is going to become considerably more profitable.
by
David Bailey
It’s a daunting task, but doable with proper knowledge and preparation.
by
Evan Simonoff
Northern Trust is using goals-driven software to help affluent clients focus
on aspirations.
by
Carol J. Clouse
Wealthy citizens would reap the
most benefits from the
president-elect’s proposals.
