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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

Wells Fargo’s Head of Advisor Recruiting Exits

Nov 21, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

Nov 21, 2024

How to Set Up Your Business to Maximize Enterprise Value

Nov 21, 2024

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Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

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

Ten Estate Planning Lessons From HBO’s "Succession"

Oct 15, 2021

Many of the planning challenges the ultrarich Roys face are wealth agnostic and relevant to all families.

Advisors Who Offer Philanthropic Planning Reap the Benefits

Oct 12, 2021

A recent study by Fidelity Charitable highlights just how much of an advantage these planners have.

Celebrity Estates: James Brown and Philanthropy After Death with Robert Strauss

Oct 11, 2021

What can advisors learn from the 15-year-long fight over the Godfather of Soul's estate?

Q&A With Daffy’s Adam Nash

Oct 04, 2021

Who got their fintech in my philanthropy?

Britney Spears' Father Petitions to End Conservatorship

Sep 08, 2021

Will the court #FreeBritney?

Celebrity Estates: Christopher Reeve and Planning for Disability

Aug 30, 2021

You don't have to be Superman to protect your loved ones with disabilities.

Celebrity Estates: Elizabeth Hurley's Son Disinherited

Aug 09, 2021

Multi-millionaire Peter Bing disinherited two grandchildren born out of wedlock, Damien Hurley and Kira Bonder, leaving them with nothing.

Celebrity Estates: Lilly Pulitzer, Suzie Zuzek and Preserving Your Inherited Collectibles

Jun 28, 2021

David Lenok and Barbara Archer share the story of Suzie Zuzek, the artist behind the designs created by Lilly Pulitzer.

Celebrity Estates: Warren Buffett's Complicated Relationship With Money

Jun 07, 2021

The Oracle of Omaha is simultaneously one of the world's greatest amassers and spreaders of wealth.

Celebrity Estates: Clare Bronfman, NXIVM, Sex Cults and the Importance of Financial Education

May 24, 2021

The Seagram's heiress's association with the pseudo-intellectual sex cult NXIVM highlights the importance of educating the next generation.

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