Jan 02, 2013

A survey of worldwide family businesses provides some answers

Millionaires: Party Poopers on New Year’s Eve

Dec 31, 2012

Hoping to meet some promising prospects at a New Year’s Eve party? Think again. Most millionaires plan to stay at home on New Year’s Eve, according to a survey by Spectrum Group’s Millionaire Corner. According to the survey, only 11 percen...

An Election Year Race—For Taxpayers

Dec 28, 2012

Tax court provides a game changer for individuals to soothe the swirling uncertainties

The Positive Story Project

Dec 18, 2012

What we can learn by talking to beneficiaries, trustees and their advisors

Coordinating Risk Management

Dec 11, 2012

Can wealthy families do more?

United States and Denmark Sign Agreement to Implement FATCA

Nov 20, 2012

This may take effect as early as Jan. 1, 2013

Who Wins the Presidential Election Probably Doesn't Matter

Nov 06, 2012

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Your Art Collection and Legacy Planning

Nov 01, 2012

Whether selling, giving or donating your art collection, early planning is critical to ensuring your goals are fulfilled.

Top States For the Filthy Rich

Oct 26, 2012

Where do the filthy rich call home? If you want to tap into the largest market for ultra-high-net-worth investors, my native state of California is apparently the place to be. Wealth-X, a New York-based research and consulting firm for private...

How Wealth Managers Are Winning Business with the Ultra-Wealthy

Oct 23, 2012

Download this whitepaper to learn how leading wealth managers are effectively winning business with ultra high net worth investors, featuring an in-depth interview with David Friedman, President of Wealth-X, a provider of detailed intelligence on...