How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Artnet has just launched a new art pricing index that it claims will demystify art investing. It covers more ground than the benchmark Mei Moses, but is that a good thing? Art world advisers say successful art investing will continue to resist...
The Tax Foundation, founded in 1937, is a non-partisan think tank. Its mission, though, is obviously anti-Washington because its agenda is to educate Americans about our Byzantine tax system and advocates a simpler, fairer tax code. Today, the...
Parents the world over worry about their children, particularly their ability to have success in their careers. Wealthy parents who plan to pass on their business or financial holdings to their sons and daughters face unique concerns and...
These days, problems of governance could hardly seem more acute and alive in a public consciousness driven by the information revolution. There's a heightened need to pay attention to the realities of shifting modes of governance and...
Diversify, diversify, diversify. That's the mantra for trust investing under the Uniform Prudent Investor Act (UPIA), which has been adopted in some way, shape or form in virtually every state. It makes sense. Having all of your eggs in one...
As advisors to wealthy families, we have a responsibility to help clients plan for the future and prepare for unpredictable events. The start of a new year is the perfect time to begin discussing a more intentional planning process that families...
