How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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A recent Private Letter Ruling held that reforming a trust wouldn’t cause assets to be included in a grantor’s spouse’s estate and wasn’t a gift by the spouse for federal gift tax purposes.
Given the current cap rate environment, clients are more inquisitive about how a fund manager assesses the value-add proposition of an asset along with its potential for greater NOI.
The rush of "initial coin offerings" is a sign of mania, not prudence, millennials are not comfortable investing in the stock market and and a Russian mine yields a massive pink diamond.
Liliane Bettencourt dies at 94, iCapital to acquire Deutsche Bank's private-equity access fund platform, and married couples are more financially secure than single adults.