Traditional strongholds of wealth, such as New York and Los Angeles, are losing a segment of their HNWIs to other cities across the country and abroad.
Keeping an inventory, categorizing and managing clients' art will help to minimize taxes and prevent their beneficiaries from being taken advantage of.
What’s new—and what’s coming next—in wealth planning that you and your clients need to be prepared for now.
Live CE and CLE Virtual Forums - September 13-14, 2022
