How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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The prevalence of offshore asset protection trusts has left many professionals unprepared to manage the IRS reporting requirements for these structures. While properly implemented offshore trusts are tax-neutral, mistakes can lead to enormous...
The Moerus Capital team: Amit Wadhwaney, John Mauro and Michael Campagna.
Three former Third Avenue Management employees have launched an asset management company, Barron’s reports. Amit Wadhwaney, who was the lead portfolio manager for Th...
Roll the dice. | Sergey_P/iStock/Thinkstock
Retail investors tend to buy high and sell low. But that’s not what investors are saying this go-round, according to a survey by AMG Funds of 1,000 affluent individuals. Only 7 percent of respond...
Smart companies are increasingly using private aviation as a business tool. It’s rare that we get a client who simply wants to purchase a plane without already having determined that an aircraft will address a business need. Sometimes the...
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If $1 million landed in the laps of your clients today, nearly 40 percent of them say they would use it to buy land, according to a survey by Mirador Wealth. But the survey gave respondents only five options...
The subject of the deductibility of investment advisory expenses generates confusion given its complex evolution. In this article, the second in a series, we outline more specifically how these rules apply to estate and non-grantor trusts. In...