High Net Worth

The heirs of baby boomers have started to impact the way advisors do business

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A survey of worldwide family businesses provides some answers

Hoping to meet some promising prospects at a New Year’s Eve party? Think again. Most millionaires plan to stay at home on New Year’s Eve, according to a survey by Spectrum Group’s Millionaire Corner. According to the survey, only 11 percen...

Tax court provides a game changer for individuals to soothe the swirling uncertainties

What we can learn by talking to beneficiaries, trustees and their advisors

Can wealthy families do more?

This may take effect as early as Jan. 1, 2013

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