High Net Worth

Consider value adjustments based on marketability limitations

There’s little prospect of fiscal reform contributing to economic growth in the coming years

The accuracy of the valuation is irrelevant—what counts is that the underlying methodology is clear

Broker/dealers have recently taken definitive steps to improve the profit margins of their wealth management units. These include but are not limited to: increasing the costs of distribution for money managers’ products, reducing or eliminatin...

How they impact the next generation

Facts, fiction and action steps

The British Royals Pave the Way, Sort Of

Private family businesses face major transitions