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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.

David’s Recent activity

EncorEstate Brings a 'Human Touch' to Estate Tech

Jun 25, 2024

The estate tech company is betting that having actual humans review each document on the back end is worth sacrificing speed.

Wealth.com Launches Family Office Suite

Jun 21, 2024

The platform is specifically tailored to meet the needs of firms that service high- and ultra-high-net-worth clients.

AssetMark Announces Strategic Collaboration with TIFIN Give

Jun 18, 2024

The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give's advanced DAF technology.

How Wealth Managers Can Compete With Family Offices for UHNW Clients

Jun 07, 2024

According to the new Capgemini World Wealth Report, advisors and families offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.

The Estate Tech Revolution Is Picking Up Speed

May 30, 2024

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth

May 20, 2024

Psychologist and economist Eric Schoenberg sheds light on common pitfalls in estate planning.

Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

Apr 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?

Apr 15, 2024

Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?

Celebrity Estates: The National Football League and Lessons in Family Dynamics and Governance

Mar 25, 2024

Wilmington Trust's Alvina Lo delves into the complexities of NFL team ownership.

Celebrity Estates Replay: King Charles and How International Heirs Impact Estate Planning

Feb 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

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