Prince
Judge Picks New Administrator for Prince Estate; No Final Decision on Heirs
Jan 13, 2017
Comerica Bank & Trust has been chosen as the chief overseer as Prince's estate.
shoes succession plan
Six Things Family-Owned Firms Should Know About Succession Planning
Jan 12, 2017
Among the chief goals of succession planning is providing continuity of management and minimizing the tax costs of transferring property interests to new generations.
Mission Impossible
Nine Common Privacy Planning Issues
Jan 12, 2017
Ensure that discussions and financial transactions are as secure and confidential as possible.
luxury yachts
Five Strategies for Chasing UHNW Unicorns
Jan 11, 2017
How to prepare your practice for attracting these valuable yet elusive clients.
giving hands
Top 10 Expectations for Nonprofits, Charities and Donors
Jan 10, 2017
Transparency and technology are at the forefront.
Sipping Wine
Millennials, Women and China Are Disrupting the Wine Industry
Jan 06, 2017
The wine industry, much like the financial services industry, is being disrupted by demographic shifts.
rome italy monument flags
Italy: New Beneficial Tax Regime for New Residents
Jan 05, 2017
It may be of better value than similar initiatives in other countries.
woman stock market
Tracking Female Wealth
Jan 04, 2017
The shrinking population of female billionaires, Trump policies to help the wealth management industry, Betterment launches a podcast series and Amy Webber takes over as Cambridge CEO.
Swiss Alps
World’s Highest-Paid Expats Toil in Land of Fondue and Watches
Jan 03, 2017
Expats living in Switzerland make an average salary of $188,275 a year.
Bernie Madoff
Another Madoff Legacy: Ways for Investors to Keep Ponzi Profits
Jan 03, 2017
A series of court rulings have favored investors who profited from the scam, and provided a cheat sheet for how to hold on to suspiciously robust returns.
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