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Mar 4, 2025
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2:30 pm EST
family hads
High Net Worth
Three Strategies for Engaging a Client's Whole FamilyThree Strategies for Engaging a Client's Family
byBrian Brandt
Feb 10, 2025
1 Min Read
Jacksonville Jaguars Defensive End Arik Armstead
High Net Worth
Celebrities and Wealth Series: Q&A with NFLer Arik ArmsteadCelebrities and Wealth Series: Q&A with NFLer Arik Armstead
byEvan Vladem
Feb 6, 2025
1 Min Read
San Diego Padres owner Peter Seidler
Estate Planning
Widow of San Diego Padres Owner Alleges Foul PlayWidow of San Diego Padres Owner Alleges Foul Play
byAnna Sulkin Stern - Moderator
Feb 5, 2025
1 Min Read
last will and testament personal property memorandum
Estate Planning
Pros and Cons of Using a Personal Property MemorandumPros and Cons of Using a Personal Property Memorandum
byHarvey A. Hutchinson
Feb 5, 2025
1 Min Read
globe dollars
Estate Planning
IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. ResidentsIRS Issues Final Regs on Tax of Transfers from Expatriates
byMolly Soiffer
Feb 5, 2025
1 Min Read
Sponsored Content
Venturi Wealth's Organic Growth Strategy
Venturi Wealth's Organic Growth Strategy
Feb 4, 2025
Ukraine Mine
Alternative Investments
Ukraine's Rare Metals Offer Rare Opportunities
Ukraine's Rare Metals Offer Rare Opportunities
Feb 3, 2025
|
1 Min Read
byMitzi Perdue
Cook Island offshort trusts
High Net Worth
Offshore Asset Protection Strategies Amid Corporate Transparency Act Uncertainty
Offshore Asset Protection Strategies Amid CTA Uncertainty
Feb 3, 2025
|
1 Min Read
byBlake Harris, Founding Principal, Blake Harris Law
family office wealth
Client Relations
Financial Planning As a Microcosm of the Family Office Model
Financial Planning As a Microcosm of the Family Office Model
Jan 30, 2025
|
1 Min Read
byLazetta Rainey Braxton
client conversation
Estate Planning
The Value of Client Communication
The Value of Client Communication
Jan 29, 2025
|
1 Min Read
byMarvin E. Blum, Austin B. Light
robot keyboard AI
Estate Planning
How AI is Assisting Advisors in Providing Estate Planning Insights
How AI is Assisting Advisors in Providing Estate Planning Insights
Jan 28, 2025
|
1 Min Read
byAndrew Altfest, Founder of Altfest Personal Wealth Management and FP Alpha.
US Supreme Court
High Net Worth
The Corporate Transparency Act Whipsaw Continues
The Corporate Transparency Act Whipsaw Continues
Jan 28, 2025
|
1 Min Read
byEvgeny Magidenko, Partner, ArentFox Schiff
family shadow
High Net Worth
Ten Tips for Raising Competent Adults Amidst Wealth
Ten Tips for Raising Competent Adults Amidst Wealth
Jan 28, 2025
|
1 Min Read
byDavid Colton, Partner, Advisor and Director of Client Service Development, Gresham Partners
Donald Trump
High Net Worth
Trump’s Back: Now What?
Trump’s Back: Now What?
Jan 24, 2025
|
1 Min Read
byMarvin E. Blum, C.P.A
IRS building doorway inflation adjustments
High Net Worth
IRS Inflation Adjustments for 2025 Explained
IRS Inflation Adjustments for 2025 Explained
Jan 23, 2025
|
1 Min Read
byJoshua Decker, Maureen Cook
People sitting at a meeting table
Estate Planning
Arranging a Meeting of the Minds
Arranging a Meeting of the Minds
Jan 23, 2025
|
1 Min Read
byMarvin E. Blum, Austin B. Light
legal team around table open law book
Estate Planning
Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families
Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families
Jan 23, 2025
|
1 Min Read
byJames Coutré, Vice President
Heckerling Institute on Estate Planning 2025
Estate Planning
Steps to Consider When Helping Clients Transition the Family Business
Steps to Consider When Helping Clients Transition the Family Business
Jan 22, 2025
|
1 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
catnap72/iStock/Thinkstock
Estate Planning
Burial Rights and Practices
Burial Rights and Practices
Jan 22, 2025
|
1 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
patagonia jacket purpose trusts estate planning succession planning
Estate Planning
Purpose Trusts: An Alternative Ownership Structure for Succession Planning
Purpose Trusts: An Alternative Ownership Structure for Succession Planning
Jan 22, 2025
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1 Min Read
bySusan R. Lipp - Moderator, Editor in Chief
Heckerling Institute on Estate Planning 2025
Estate Planning
Key Takeaways from Heckerling 2025
Key Takeaways from Heckerling 2025
Jan 22, 2025
|
1 Min Read
byTrusts & Estates Staff
Paul Desmarais III, the chief executive officer of Sagard Holdings
Alternative Investments
Sagard to Open New Private Equity Fund for Retail Investors
Sagard to Open New Private Equity Fund for Retail Investors
Jan 16, 2025
|
1 Min Read
money globe
High Net Worth
Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?
Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?
Jan 15, 2025
|
1 Min Read
byJoan K. Crain, Global Family Wealth Strategist
writing a check
Philanthropy
Philanthropy vs. Charity
Philanthropy vs. Charity
Jan 15, 2025
|
1 Min Read
byRandy A. Fox, Founder
calendar money clock
Estate Planning
Unlocking the Potential of Carried Interest in Estate Planning
Unlocking the Potential of Carried Interest in Estate Planning
Jan 15, 2025
|
1 Min Read
byAnthony Venette, Senior Manager, Business Valuation & Advisory
bodyguard
Estate Planning
Security and Estate Planning: New Considerations for UHNW Families
Security and Estate Planning: New Considerations for UHNW Families
Jan 9, 2025
|
1 Min Read
byMatthew F. Erskine, Managing Partner
Bank of America Merrill Lynch
High Net Worth
Bank of America Forms Specialist Group Serving the Ultra-Wealthy
Bank of America Forms Specialist Group Serving the Ultra-Wealthy
Jan 8, 2025
|
1 Min Read
checklist
Insurance
A Life Insurance Agent’s To-Do List for 2025
A Life Insurance Agent’s To-Do List for 2025
Jan 8, 2025
|
1 Min Read
byCharles L. Ratner
leadership UHNW meeting
High Net Worth
Financial Literacy Isn’t Enough for Lasting Family Legacies
Financial Literacy Isn’t Enough for Lasting Family Legacies
Jan 8, 2025
|
1 Min Read
byAmy A. Castoro, President
IRS building
Retirement
IRS Clarifies Implementation of Future Regulations Regarding RMDs
IRS Clarifies Implementation of Future Regulations Regarding RMDs
Jan 8, 2025
|
1 Min Read
byBruce D. Steiner, Attorney
US Capitol building Washington DC
High Net Worth
The First 100 Days of the New Congress
The First 100 Days of the New Congress
Jan 8, 2025
|
1 Min Read
byAli Bedford, Vice President
Mitzi Purdue and Ukranian Gen. Nebytov
High Net Worth
Investing in Ukraine: A High-Potential Market with Some (Literal) Landmines
Investing in Ukraine: A High-Potential Market with Some (Literal) Landmines
Jan 6, 2025
|
1 Min Read
byMitzi Perdue
airplanes at airport taking off
Alternative Investments
Navigating the Aircraft Leasing Landscape in 2025
Navigating the Aircraft Leasing Landscape in 2025
Jan 3, 2025
|
1 Min Read
dollars-clock-hands.jpg
High Net Worth
Key 2025 Dates For Your Clients' Personal Finances
Key 2025 Dates For Your Clients' Personal Finances
Jan 2, 2025
|
1 Min Read

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