Erin Hollis, Director of Financial Opinions for Marshall & Stevens, discusses the criteria to look for when seeking out an appraiser/valuation professional.
Amelia Renkert-Thomas, joint managing director of Withers Consulting Group, joins us to discuss client councils and how useful they can be in a family office context.
As the owner of a successful financial advisory practice, one of the most daunting challenges you will undertake is succession planning for your business. The advisory business is more sophisticated than it was just a few years ago and determining...
On July 10, 2014 Swann Auction Galleries in New York held their semi-annual sale of African-American Fine Art: The Shape of Things to Come: African-American Fine Art...
In my commentary last month, I talked about the “Insurance Gap” and how many advisors are missing a significant opportunity in their practice by not including insurance as an integral part of their client’s financial plan.
This month, I’ll take ...
