David H. Lenok

It's not as scary as it seems

Negligible nationally

A good starting point

Costs rose 7 percent among family offices globally from the year prior, even as they saw a 2.4 percentage point drop in the returns on an average portfolio, according to a new report. A great deal of the total cos...

If you strip away all of the murder, plotting, betrayal and mental illness, you reach a core of estate planning issues that are shockingly common in the real world

Why do most advisors' clients look exactly like they do?

Risk vs. reward

Court rules wife's portion of late author's $86 million estate tax-free.