High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Women Play 'Critical Role' in Managing Family Wealth

May 17, 2017

High-net-worth women increasingly are in charge of family finances, two asset managers make ESG investing hires and Raymond James gains $275 million Morgan Stanley team.

SLATs Provide Flexible Plans for Many Clients

May 15, 2017

The spousal lifetime access trust is a key ingredient in an advisor’s toolbox.

Professionals Could Have Lower Tax Rates Than Their Employees

May 13, 2017

We welcome you to Mnuchin land.

Pushing Wealth Transfer Plans Into The 21st Century

May 12, 2017

What’s wrong with traditional wealth transfer planning and what to do about it.

Ten Estate Planning Strategies While Waiting for Tax Reform

May 12, 2017

How to proceed until Congress takes action.

This Is Where the Global Rich Go to Find Art’s Next Big Thing

May 12, 2017

The Venice Biennale has emerged as the place where curators, collectors, advisers, and artists come to a consensus on what art is important.

Ultra-Wealthy Investors Facing Lower Returns Ahead, KKR Says

May 11, 2017

Gains could fall to 5.3 percent from 9.3 percent "unless portfolios are repositioned for the environment we think that we are entering."

Seven Steps to Building a Better Prenup

May 11, 2017

Mitigate the financial impact of a divorce and avoid legal battles.

How Johnny Depp Blew Through His Millions

May 11, 2017

A cautionary tale of working with celebrity clients, Ally rebrands TradeKing as Ally Invest and Advizr names new leadership.

Will The DOL Rule Affect Estate Planning Attorneys?

May 10, 2017

Estate-planning attorneys should be careful when acting outside their normal roles.

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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.