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Expert Views

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Why The Wealthy Are Mobile

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There is an ever-lengthening list of countries that allow the wealthy refuge through carefully crafted investment programs.

7 Loan Myths Among Families Of Wealth

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People of wealth sometimes hold misinformed assumptions regarding their creditworthiness.

How Access To Tenant Data Can Improve Institutional Investor’s Hunt For Yield

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For institutional investors, the hunt for yield is on.

Clean Tech Disruption—Transforming The Grid

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Utilities that hold onto legacy systems without embracing the smart grid will go out of business.

Five Reasons Your Client Should Have An Updated Will

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Estate planning documents can become obsolete over time as circumstances change.

Pink Feeling Blue About Social Media

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Celebrities and others who earn their living by being in the public eye have to walk a fine social media line.

Planning For Diminished Capacity

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A collaborative team approach can be a powerful support system for clients experiencing cognitive decline.

What Does A Family Office Need To Know?

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There are several things to know when serving the specialized needs of your family office clients.

Thirsty For Diversification? Consider Investing In Wine

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The potential market for wine could make it a worthwhile means of diversifying your portfolio.

Use Caution With Gifts Of LLC Interests

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There are a few safeguards to put in place to maximize the interests of the FLLC.

The Tale Of The Telluride Banker Who Robbed For Good

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Charles Waggoner helped his customers make it through the Great Depression.

The Family Office And Its Lawyers Part 2—Regulations And Ethics

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The regulatory and ethical issues a family office should consider.

The Family Office And Its Lawyers Part 1—Inside Or Out?

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There are a number of factors involved when a family office is considering bringing its legal functions in-house.

What Families Of Wealth Need To Know About The New Tax Law

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Five opportunities provided by the tax law changes and how they may be of benefit.

Imagine Canada Becoming A Tax Haven For Americans

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If enacted, Democrats' tax proposals could cause an exodus of wealth to relatively low-tax Canada.

Is Do-It-Yourself Advisor Tech Dead On Arrival?

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Here are three cardinal rules for DIY advisors to help protect client data.

Managing A Client's Sudden Wealth

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Lotteries aren't the only ways prospective clients can strike it rich, so it's best to be prepared.

1950s Hollywood Forged A Golden Age Of Tax Avoidance

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Do you really think Bing Crosby and Bob Hope paid 90 percent of their income to the taxman?

How Impact Investing Can Amplify Philanthropic Efforts

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Here are five ways Impact Investing and philanthropy can complement each other.

Thinking Through Year-End Charitable Giving Strategies

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There are a number of ways to take advantage of the tax break and keep the holiday spirit this year.

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