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.
In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and implemented charitable giving strategy can result in greater tax savings and after-tax results. For investors...
There is a great (and increasing) diversity of family types in this country, and planners should take notice.
The importance of appreciating the difficulty posed by planning for a “blended family” is a topic that advisors (and this site) have ...
The term “estate planning” generally includes documents such as a Last Will & Testament, financial power of attorney, health care power of attorney and maybe a trust. However, to address the growing online presence of individuals...
(Bloomberg) -- In the year that Donald Trump was transformed from a long-shot presidential candidate into the presumptive Republican nominee, he took on more debt and sold at least $50 million of stocks and bonds. At the same time, the value...
It’s Christmas in July for charities, as Warren Buffett has continued his annual tradition of making massive summertime charitable donations, this time to the tune of $2.86 billion...
(Bloomberg) -- More rich Asians are asking private banks to manage their wealth amid increasing volatility in financial markets, a new survey shows, in an encouraging sign to firms such as UBS Group AG and Credit Suisse Group AG that are...
(Bloomberg) -- As India’s richest men hit their 60s and beyond, succession questions about the next generation of tycoons will increasingly emerge in a country where business is still dominated by family-run enterprises...
