Sixty-four of the top multi-family offices had more than $169 billion in assets under management at the end of 2003, up 17 percent from 2002, according to this month's Bloomberg Wealth Manager magazine. The firms all...
Not all wealthy clients enjoy the prospect of a permanent estate tax repeal. Because federal lawmakers keep talking about making the repeal permanent after the year 2010 but don't actually do it, some affluent...