David H. Lenok

As advisors rush to improve their digital offerings to better serve, educate and communicate with clients, the firms that service the clients with the most resources are the ones that are falling furthest behind...

Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes. Wealth-X, in conjunction with Knight Frank, recently conducted an attitudes survey to gauge the behaviors an...

The IRS touted the growing number of taxpayers complying with foreign financial account reporting on Tuesday—an indication of improving awareness of and cooperation with (highly controversial) offshore tax...

High-net-worth women are taking an increasingly active role in household financial planning—and that’s good news for charities...

Clients are very concerned about the financial ramifications of getting Alzheimer’s—they’re just not doing anything about it. A recent survey performed by WebMD entitled “Insight Into Alzheimer’s Attitudes and Beh...

Although the number of family offices practicing any strategy involving SRI is small, interest in SRI is nonetheless high. 

Mitt Romney’s recent call for Donald Trump to release his tax returns and any potential “bombshell” within (the irony of which we won’t get into here) led to an interesting claim from the...

Be prepared.