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.
Irrevocable trusts shouldn’t be left to languish as the years go by. In this issue, we’ll show you why and how an old or out-of-date irrevocable trust can be modified to benefit you, your clients, their spouses, or other beneficiaries. And, of...
The digital revolution–and, more to the point, the internet and information age–have catapulted wine collecting from a pastime once reserved for rich male snobs to persons of every conceivable stripe...
As advisors rush to improve their digital offerings to better serve, educate and communicate with clients, the firms that service the clients with the most resources are the ones that are falling furthest behind...
Boats, Boats, Boats. | Carlos Alvarez/Getty Images
Are your clients fed up with all of the unused yachts they have just floating around taking up space? Well, you’re in luck. SeaKeepers Society’s Yacht Donation Program is here to take unwa...
(Bloomberg) -- Yale University’s endowment earned $2.6 billion in investment gains in fiscal 2015. A proposed bill in the Ivy League school’s home state of Connecticut is eyeing a share of the bounty as a source of revenue...