Belinda Schwartz, chair of the real estate department with Herrick Feinstein, comes on the podcast to discuss how HNWIs and family offices approach investing in the commercial real estate sector.
The IUL marketing insurance companies sell the agents, who in turn, sell the public, doesn’t sit well with me.
I’ve never once received a donation from a DAF. People in my line of work rarely attempt to approach DAFs because they’re perceived as a dead end.
A bipartisan 'Dear Colleague' letter from members of the Ways and Means Committee highlights the effectiveness of donor-advised funds.
For many HNW clients, an additional passport is like a nontraditional insurance policy that’s better to have and not need, than need and not have.
