Features

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Pre-emptive Strike

by Mitch Gitter

Taking the offensive when managing a crisis can lead to faster and more decisive resolution.  

Universal Truth

by Joshua S. Rubenstein

The challenges of marital planning rise as affluent families and their assets become more global. Joshua S. Rubenstein Joshua S...

Caveat Emptor

by Eric L. Reiner

The arcane world of asset protection trusts is overflowing with as many hazards as opportunities. Eric L. Reiner Eric L...

Sandwiched In The Middle

by Rick Blaser

Dynasty trusts are a tax-effective way for young millionaires to care for subsequent and previous generations...

Gambling On Guarantees

by James R. Robinson

The scheme of stranger-owned life insurance puts the industry at risk for very little upside.

Special Handling

by Lee Slavutin

Estate planners must operate carefully to avoid tax traps and preserve the powerful benefits of life insurance.

Ask And Learn

by Brett Van Bortel

An in-depth profiling process can help advisors find the best professional partners to grow their business...

Secret Ingredient

by Caren Chesler

It takes more than impeccable cooking skills to be successful in the world of private chefs...

Alpha Dog

by Evan Ratnow

Municipal arbitrage strategies can add uncorrelated, tax-effective alpha to a diversified portfolio...

Constant Variable

by Russ Alan Prince

Wealthy clients article in a four-part series based on propietary research conducted by Prince & Associates Inc.

Crossing the Generational Divide

by Stephen Liss

Adopting an organized approach to Philanthropy creates opportunities to involve younger generations and can help preserve family wealth...

Inside Bessemer

by Hannah Shaw Grove

As the venerable institution marks its 100th year, Bessemer Trust's executive team remains focused on two imperatives-managing investments and managing relationships...

Scenes From The Fringe

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...

Protective Measures

by Frank W. Seneco

New strategies help the very wealthy decrease the appeal of certain assets to creditors and litigants.

Moving Targets

by

Valuing and insuring art can be a highly subjective process requiring skill and, more often than not, a second opinion...

Eye Of The Beholder

by Edward A. Renn

Art investor or collector? Understanding the difference can help an owner derive fiscal and aesthetic pleasure from a prized work. Edward A. Renn Edward A...

Tales Of An Ugly Duckling

by Lee Slavutin

Once considered dubious, life settlements have become a legitimate way to realize more value from an insurance policy...

Velvet Handcuffs

by Russ Alan Prince

Family offices are tieing the compensation of their ecexutive directors to investment results with contingent compensation.

Sourcing Private Wealth

by Brett Van Bortel

Forging partnerships with professionals who have the loyalty of their wealthy clients can open a pipeline of new prospects...

The Connected Concierge

by Jenene Danenberg

Luxury lifestyle management guarantees that the uberwealthy get what they want, when they want it...

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