Features

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Sharing The Wealth

by Edward A. Renn

Tax-efficient techniques help the wealthy transfer their homes to the next generation.

Wrestle Mania

by Joseph B. Darby III

Exploring the ongoing turf battle between taxpayers and the IRS over FLPs.

Own Or Possess?

by Lawrence M. Shindell

Defective title can be a financial and public relations nightmare for wealthy art collectors. Lawrence M. Shindell   View all articles by Lawrence M...

Don't Flinch

by Russ Alan Prince

After The Facts Russ Alan Prince Russ is an editor of Private Wealth magazine and the president of Prince & Associates, Inc...

Safe & Sound

by Hannah Shaw Grove

Private security professionals rely on a range of activities to help their wealthy clients protect the things they hold most dear.

Family Values

by Tere D’Amato

An incentive trust may motivate heirs, but avoiding pitfalls in setting one up is crucial.

The State Matters

by Richard P. Breed III

State death tax are an afterthought for many clients, but they often mean big bucks.

Hopelessly Devoted

by David Wells

New research reveals what services are needed to win the loyalty of wealthy clients.

A Sweet Ride

by

Investors with money to burn are falling in love with classic collectible cars. Karen DeMasters Karen DeMasters is a contributing editor of Private Wealth...

Brilliant Deduction

by Jonathan M. Forster

The Supreme Court's ruling to limit eductions for trust investments fees may affect a multitude of advisors and their clients.

Silent Partner

by Hannah Shaw Grove

Mutual funds have settled in to a comfortable and unobtrusive existance in portfolios of all shapes and sizes. Hannah Shaw Grove Ms...

Expect the Unexpected

by Caren Chesler

Surviving spouses and their advisors face the challenges of grief, fear and the sudden responsibility of managing a sizable fortune...

A Better Mousetrap

by Hannah Shaw Grove

Howard Milstein, Bill Fuhs and a fast-growing team of seasoned executives blend the very best of tradition and innovation to build a new private banking empire...

Triple Seven

by Russ Alan Prince

After The Facts Russ Alan Prince Russ is an editor of Private Wealth magazine and the president of Prince & Associates, Inc...

Blinded By Desire

by David DeYoe

The addictive benefits of private jet travel are fueling ownership, in spite of compliance problems and formidable costs...

Seamless Transition

by Tere D'Amato

Culture shock and language barriers aside, living in another country can be fraught with property taxation and ownership issues...

Is The Price Right?

by

Putting a value on life insurance settlements can be a tricky endeavor, but there are rational methods...

Team Sport

by Brett Van Bortel

Unlike other financial disciplines, delivering a wealth management solution often requires collaboration among a host of specialists and experts...

Now Boarding

by Douglas D. Gollan

The choices for private jet travel continue to multiply making it more accessible than ever.

Strong Medicine

by Caren Chesler

Concierge medical groups can negotiate insurance issues and provide more access to better services...

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