High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Billionaire Robert Brockman Offers to Put Up $1.45 Billion to Ease IRS Liens

Mar 21, 2022

The billionaire is facing the largest ever U.S. tax evasion case.

Making Sense of Deficits, National Debt and Inflation

Mar 17, 2022

Overly associating current inflation with the long-term problem of escalating government debt will not help with either issue.

How Charitable Planning Helps Retain Clients

Mar 16, 2022

Build deeper connections by demonstrating that you’re interested in the family and its philanthropic goals.

As Cryptocurrency Wealth Grows, Some Donors Find It Difficult to Give

Mar 14, 2022

Many charities still lack the infrastructure to accept digital asset gifts.

What a U.S. Digital Dollar Means for the Future of Your Wallet

Mar 14, 2022

Advocates see lower-cost transactions and greater access to the financial system, but critics worry about privacy.

WMRE's Common Area: What Family Offices Want from CRE Investments

Mar 14, 2022

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.

A Peek Behind the Insurance Marketing Curtain

Mar 11, 2022

The IUL marketing insurance companies sell the agents, who in turn, sell the public, doesn’t sit well with me.

Rebuttal: A Donor-Advised Fund's Reality Check

Mar 10, 2022

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.

Representatives in Congress Express Support for DAFs

Mar 09, 2022

A bipartisan 'Dear Colleague' letter from members of the Ways and Means Committee highlights the effectiveness of donor-advised funds.

Five Factors for Clients Considering Dual Citizenship

Mar 09, 2022

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.

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High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM. For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.