High Net Worth

Are they considered trust property?

A wish list, from lowering the estate tax threshold to doubling a tax credit for childless adults.

The levy is portrayed as a big threat to family businesses and farms, though almost no one pays it.

The family office model has found new life in the independent space, where the ability to deliver customized solutions is drawing top advisors—and their high-net-worth clients—out of the wirehouses.

Convince a client without opening your mouth.

Advisors need a new skill set to keep the inheriting generation.

How much due diligence is necessary to protect clients from fraud?

Help women clients take a more active role in their financial affairs.