David H. Lenok

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.

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2017 Promises Only Uncertainty for HNW Clients
The upcoming election and some ominous proposed regulations have many high net worth clients scrambling for answers.
melting money
The Second Gilded Age May Be Losing Its Luster
After more than 20 years of nearly unprecedented growth, the billionaire population had a largely stagnant 2015.
Pick Your Retirement Poison 1
The panic over the "retirement crisis" masks a potentially more insidious problem—running out of money because you live too long.
Six Lessons for Wealthy Clients From Kim Kardashian’s Robbery
Here are six pieces of advice you can offer your high net worth clients to help them avoid trouble when they travel.
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Global Wealthy Are Getting Richer—And Older
The global ultra high net worth population experienced flat growth in the past year, but there are seismic changes occurring beneath the surface.
'Bahamas Papers' Are Latest Chink in Offshore Armor
A new cache of leaked offshore corporate documents, this time from the Bahamas, was made public Thursday.
$20 Billion DOL Burden Won't Be Borne Equally 1
The cost of complying with the DOL ruling on best interest will hit each type of asset manager very differently, according to recent research.
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'Veep' Star Julia Louis-Dreyfus Announces Billionaire Father's Death at Emmys
While there’s normally nothing remarkable about dedicating an award to a deceased parent, Julia Louis-Dreyfus’ father was billionaire William Louis-Dreyfus.
Gene Wilder's Typical Retirement a Rarity Among Celebs
Gene Wilder was one of a kind as a comedian, but he also may be unique for a different reason: the relatability of his retirement success story.
Robin Thicke Pharrell Williams Blurred Lines
Blurred Lines 1
Traditional wealth and succession planning techniques may no longer apply when generations don’t line up as neatly as they once did.
dollar focus
IRS Takes Aim at Common Family Biz Valuation Discounts
Discount season may be coming to an end for high net worth families.
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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.
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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.
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