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Interns can be a black-hole for time and energy if not approached properly. Through practical experience--both coaching advisors and developing an intern program at the Oechsli Institute--we have developed five fairly simple steps to follow.

May 2009 Issue of Trusts and Estates

Until recently, the wealthy had plenty of reasons to feel good about the growth and value of their net worth

The Fidelity Investments 3rd Annual Millionaire Outlook, conducted in late February, mines the investing attitudes and behaviors of more than 1,000 millionaires, who have an average of $3.5 million in investable assets and $306,000 in annual...

The Foundation Center, the nation's leading authority on organized philanthropy, has collected an extensive array of resources on how nonprofits may be able to access stimulus package funding from the American Recovery and Reinvestment Act (ARRA)...

Women of exceptional affluence are increasingly taking control of wealth management in their families, reflecting larger societal shifts

The American College, the nation’s premier educator of financial services professionals, announced today the election of seven new senior financial industry leaders to its Board of Trustees

GenSpring Family Offices, the wealth management firm for ultra-high net worth families, announced today the addition of respected investment professional Phoebe Venable, CFA. Based in Nashville, Ms

Neuberger Berman Group LLC today announced the completion of an employee-led buyout of the 70-year-old company, creating one of the world’s largest private, independent money managers with approximately $158 billion