Latest Issue Cover
Home » Private Wealth » PW Online » Expert Views

Expert Views

1 2 3 4 5 6 7 8   

What Does A Good Financial Advisor Bring To The Table?

by

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

by

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

How to Run A Family Office Like An Agnelli

by

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

Celebrity Estates: Competing For Control

by ,

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

by

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

Why Most RIAs Can't Handle Private Equity

by

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

by ,

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?

by ,

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

by

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

Talking To Children About Wealth, Part II

by

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

Talking To Children About Wealth

by ,

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

Managing Your Art As An Alternative Investment

by

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

by

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

by

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

Insurance Coverage Soaring To New Heights

by

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

by

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

Building Blocks For An Effective And Flexible Trust

by

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

Britney Spears's Conservatorship Dispute Raises Questions

by

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

Trusts And Foundations Play A Key Role In Asset Protection

by

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

Filling The Gap: Helping Families Plan For A Disabled Child

by

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

1 2 3 4 5 6 7 8