A revocable trust-centered estate plan offers many benefits a plain old last will and testament can’t.

High-net-worth women are taking an increasingly active role in household financial planning—and that’s good news for charities...

How long taxpayers have to wait before the audit coast is clear is useful for advisors to understand.

The prevalence of offshore asset protection trusts has left many professionals unprepared to manage the IRS reporting requirements for these structures. While properly implemented offshore trusts are tax-neutral, mistakes can lead to enormous...

The Moerus Capital team: Amit Wadhwaney, John Mauro and Michael Campagna. Three former Third Avenue Management employees have launched an asset management company, Barron’s reports. Amit Wadhwaney, who was the lead portfolio manager for Th...

Roll the dice. | Sergey_P/iStock/Thinkstock Retail investors tend to buy high and sell low. But that’s not what investors are saying this go-round, according to a survey by AMG Funds of 1,000 affluent individuals. Only 7 percent of respond...

Smart companies are increasingly using private aviation as a business tool. It’s rare that we get a client who simply wants to purchase a plane without already having determined that an aircraft will address a business need. Sometimes the...

Although the number of family offices practicing any strategy involving SRI is small, interest in SRI is nonetheless high. 

Click to view the full graphic. If $1 million landed in the laps of your clients today, nearly 40 percent of them say they would use it to buy land, according to a survey by Mirador Wealth. But the survey gave respondents only five options...