David H. Lenok

David
H. Lenok
Senior Editor

David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.

Articles
dollar focus
IRS Takes Aim at Common Family Biz Valuation Discounts
Discount season may be coming to an end for high net worth families.
office meeting window
Capturing Corner Office Clients
C-suite investors are interested in working with advisors to engage in complex planning, but they expect more give-and-take than the average client.
Asian construction workers salary
Brexit Uncertainty Has Wealthy Asians Looking West
Western real estate, long a favorite of Asian high net worth investors looking to hedge against volatility in their domestic economies, is becoming even more popular.
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Ultra Rich Embrace Social Media for Information, Not Advisor Contact
Wealthy investors are increasingly turning to social media for financial information, but they don't want to interact with their advisors on these platforms.
Wealthy Investors Are Looking to Reduce UK Exposure Post-Brexit
High net worth investors, concerned in the wake of the recent Brexit vote, are increasingly wary of UK-based assets, which may not be a bad thing.
The Wealthy Rely on Social Security Benefits Too 2
Social Security has become such a major source of retirement income for this country’s elderly that even many high net worth individuals rely on it heavily.
Modern Family
The 50 Most Common Family Types in America 3
There is a great (and increasing) diversity of family types in this country, and planners should take notice.
Bill and Melinda Gates Warren Buffett
Warren Buffett Makes Massive Charitable Donation, Again
It’s Christmas in July for charities, as Warren Buffett has continued his annual tradition of making enormous summertime charitable donations.
Independent Legacies: Wills of Our Founding Fathers
In honor of Independence Day, here is a look at the wills of nine of the nation's founding fathers.
advisor phone money
High Net Worth Clients Trust Firms, Markets More Than Individual Advisors
Worldwide high-net-worth individuals’ trust and confidence in wealth management firms and the market as a whole are running high, but their feelings about individual wealth managers aren’t so rosy.
11 Tips for Overwhelmed Executors
Though the scope of an executor’s job varies wildly depending on the size and complexity of the estate she’s managing, here’s a broadly applicable checklist of responsibilities that your clients who become executors should consider.
Whistleblower Ties Northern Trust to NHL Fraud Scheme
Secret recordings may link the bank to a real-estate scheme that defrauded several professional hockey players out of roughly $13.5 million.
DOL Lawsuit Goes Shopping for a Forum 2
Some financial industry heavyweights are on a forum-shopping trip to try and block the Department of Labor’s controversial fiduciary rule.
Wealth Managers Should Mind the Digital Gap
Wealth managers are maintaining only a tenuous grip on their client bases—and technology, or lack thereof, may be to blame.
retirees
Wealthiest Plan Investors Are Least Satisfied, Most Pessimistic
The oldest and wealthiest retirement plan participants are also the most pessimistic about their financial futures.
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