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Expert Views

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Choosing Where To Form Your Client's Grant-Making Charity

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Choosing the right jurisdictions for your client's charity involves more art than number crunching.

A Chance Encounter With A 100-Year-Old Investing Legend

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Any financial advisor worth his or her salt should discourage clients from any overt market timing.

Direct Investing A Growing Family Office Trend

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Family offices are moving away from funds as a result of fees and transparency issues.

Post-Liquidity Events: Planning For Optimized Results

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Here are some strategies advisors can use to prepare clients for a major liquidity event.

Tax Implications Of Donating Non-Cash Assets

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Many people don’t realize that there are many non-cash assets that can be donated to a qualified charity.

Four Things To Consider Before Entering Into A Private Equity Partnership

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The most important considerations all relate to the people who actually make up a private equity firm.

N.A. Family Offices: Enhanced Returns In Muted Environment

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North American family offices took on more risk in 2015, with offices searching for greater investment returns.

It Will Soon Get Tougher To Create A Firearms Trust

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More gun owners are expected to create legal trusts for their firearms with tougher regulations coming in July.

A Fund Dedicated To Tax Reduction

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A multi-series insurance dedicated fund takes the difficulty out of tax efficient investing

Preferred Securities: A High-Income Answer For Uncertain Times

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Several factors make preferred securities an attractive option for today’s fixed-income investor.

Noteworthy Trends in Trust and Estates Litigation in 2015

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The year 2015 provided another bumper crop of decisions in trusts and estates disputes

Endowment Funds As An Estate Planning Tool

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For clients looking for advice about the disposition of their wealth, establishing an endowment may be a fulfilling solution.

The Bank Industry's Canary In The Coal Mine

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The same corrosive dynamics that plagued the European Three giants of the banking industry underlie the foundations of the U.S. Big Four, says this author.

The Next Generation in Philanthropy: From The Rockefeller Foundation To The Zuckerberg Chan Initiative

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The Zuckerberg Chan Initative has started a conversation about the next generation of philanthropy.

Prenuptial Agreements Are Crucial For High-Net-Worth Marriages

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Financial Advisors provide key insight into the drafting of prenups for their high-net-worth clients.

Global Citizenship And The Ultra Wealthy

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Global citizenship is becoming an increasingly popular tool for the world’s ultra wealthy, many of whom are seeking citizenships in second countries.

Keeping Athletes In Play

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Disability insurance is every bit as important to protecting the livelihood of professional athletes as a football or batting helmet.

'Amazon' Laws Make For Tax Jungle

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A number of states have passed so-called “Amazon” or “click-through nexus” laws in an attempt to cast a wider net on Internet commerce.

How Long Before A Home Lists For $1 Billion?

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With a Los Angeles hilltop home recently going on the market for a record half-billion dollars, is a $1 billion listing far behind?

A Client Data Balancing Act

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Advisors need to find a balance between clients openly sharing information and having a proper structure designed to keep this information secure.

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