Or is going in person just a waste of clients’ time?

It accepted the value of only 39 percent of the items presented.

Women account for just 9 percent of CEOs and 8.6 percent of CIOs at family offices.

Not having a will or trust doesn’t always negatively impact administration.

Investing in cryptocurrencies may be speculative, but investing in an estate plan to protect cryptocurrency assets should never be.

But it’s probably not what you think.

Evaluate the life settlement market before accepting.

Winning the talent game is essential for success, and ESG policies can play a central role.

Be sure to mind the gap between federal and state tax exemption amounts.