How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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(Bloomberg) -- Gerald Hines, the 91-year-old real estate developer, has always been known for his belief in the striking and iconic. He built the Lipstick Building in Manhattan, helped develop Goldman Sachs Group Inc.’s Jersey City...
U.S. Bank creating robo advisor with FutureAdvisor, the Grand Marnier family selling their $1 billion estate and Penn State professor killed over his will.
(Bloomberg) -- Lamberto Frescobaldi sets two wine glasses atop a wooden barrel in the spacious cellar of his company's winery in a 1,000-year-old castle not far from Florence. Uncorking a bottle of Nipozzano, he takes a sip and nods. The...
Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack. I like to call these individuals “Stingers.” Preventing this problem or solving...
(Bloomberg) -- For years, the biggest nations have tried to to outsmart tax dodgers and reclaim trillions of dollars stashed in off-shore accounts. Many of them are tired of waiting and now just want to make peace and bring some of the money...