Expert Views

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What Does A Good Financial Advisor Bring To The Table?

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It is the advisor's job to tell their clients about the many areas where a good advisor adds value.

Workforce Rental Housing: The 'Under-The-Radar' Investment

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Workforce housing is one of the more overlooked and underappreciated segments of the multifamily market.

How to Run A Family Office Like An Agnelli

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Family can be your strength; it can also be your undoing.

Celebrity Estates: Competing For Control

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The appointment of a neutral professional to act on the behalf of the estate can help prevent bitter disputes over control.

Why It's Important To Write A Good Thank You Letter

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Charities need to write a contemporaneous written acknowledgement after receiving donations.

Why Most RIAs Can't Handle Private Equity

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Family offices and HNW-focused RIAs are rushing towards more investment opportunities in the private equity asset class.

Changes Are Coming To Lender Disclosures For Loans To Small Businesses

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Lenders are recommended to consider how practices may need to be modified as CFDL laws continue to be pursued.

Are Clients' Current Estate Plans Soundproof For The Future?

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Now is the time to review clients' estates to ensure their plans factor in unforeseen changes in regulations.

Talking To Children About Wealth, Part III

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How you can help clients engage in these conversations with their children age 12-18.

Talking To Children About Wealth, Part II

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Help clients engage their children, up to age 11, in conversations and activities about wealth.

Talking To Children About Wealth

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How you can help clients engage in these conversations with their children.

Managing Your Art As An Alternative Investment

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Some advisors see a silver lining in art as an alternative investment that is unaffected by the financial markets.

For Credit Suisse And Peers, Offshore Billionaires Are Always Risky

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The reputation of Swiss banking has taken a battering for years and the hits keep coming.

Estate Planning For Foxes, Entrepreneurs And People With ADHD

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Entrepreneurs and people with ADHD are more risk adverse than the general population.

Insurance Coverage Soaring To New Heights

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As billionaires start counting rocket ships among their new toys, it opens up some new insurance possibilities.

Feeling Good? James Brown Estate Inches Toward A Resolution

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The world of music copyrights can be a tricky area for estate planners.

Building Blocks For An Effective And Flexible Trust

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There are many considerations that go in to designing an effective trust.

Britney Spears's Conservatorship Dispute Raises Questions

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The dispute raises questions about managing celebrity personas in the public eye.

Trusts And Foundations Play A Key Role In Asset Protection

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Help your UHNW clients understand their options to facilitate a smooth transition of wealth.

Filling The Gap: Helping Families Plan For A Disabled Child

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To help clients manage the road ahead, keep these key points in mind.

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