About 250 family offices in the US are currently looking to make controlling investments in privately held businesses including Bill Gates39 Cascade Investments and Michael Dell39s MSD Capital
World's Rich Families Are Putting Private Equity Firms on Notice
May 06, 2016
(Bloomberg) -- In December, a half-dozen of some of the richest families in the U.S., from agriculture to beverages, gathered in a conference room on the 10th floor of an office building in Miami...
Ten Questions Advisors Should Ask When Hiring an Estate Planning Attorney
Ten Questions Advisors Should Ask When Hiring an Estate Planning Attorney
May 05, 2016
Since leaving my law practice to join Gresham Partners, like many advisors, I am often asked for referrals to estate planning attorneys and for assistance in evaluating them. This is a fairly complicated request and there are many variables to...
Social Security Adminstration Clears Up Same-Sex Marriage Penalty
Social Security Adminstration Clears Up Same-Sex Marriage Penalty
May 04, 2016
The Social Security Administration (SSA) recently took emergency steps to clear up a penalty levied against same-sex married couples as a result of the agency’s previous refusal to recognize their marriages...
Super Rich Were First to Bail When Lehman Collapse Ripped Stocks
Super Rich Were First to Bail When Lehman Collapse Ripped Stocks
May 03, 2016
(Bloomberg) -- When the going gets rough, the 1 percent start selling...
Art Collectors Under Scrutiny in New York Tax Probe
Art Collectors Under Scrutiny in New York Tax Probe
May 03, 2016
(Bloomberg) -- Art collectors and art executives are in the cross hairs for tax avoidance...
A Third of Newlyweds Are in the Dark About Their Spouse's Finances
A Third of Newlyweds Are in the Dark About Their Spouse's Finances
May 02, 2016
(Bloomberg) -- For all the promises exchanged at the altar, parties rarely commit to telling new spouses what's going on in their bank accounts...
U.S. Tax Court Rules on Consequences of Surrendering a Green Card
U.S. Tax Court Rules on Consequences of Surrendering a Green Card
May 02, 2016
Decision highlights just how easy it is to become a “covered expatriate”
The Baby Boomer Retirement Savings Crisis Shifts Gears
The Baby Boomer Retirement Savings Crisis Shifts Gears
Apr 29, 2016
Recovering markets have boomers less worried about being able to retire and more concerned with making the money last
Madoff Victims Dealt Blow in Effort to Keep $875 Million
Madoff Victims Dealt Blow in Effort to Keep $875 Million
Apr 28, 2016
(Bloomberg) -- More than a thousand former Bernard Madoff customers were dealt a blow in their fight to keep $875 million in fake profit from the con man’s Ponzi scheme out of the hands of a trustee unwinding his firm...
Prince
Lack of Will Makes Prince an Enigma in Death, Too
Apr 26, 2016
It’s looking increasingly likely that recently deceased music icon Prince died without a will or other testamentary documents in place...
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