Where do the filthy rich call home? If you want to tap into the largest market for ultra-high-net-worth investors, my native state of California is apparently the place to be. Wealth-X, a New York-based research and consulting firm for private...
Court applies heightened form of scrutiny
A young advisor, originally from Spain, wants to build a business serving international clients living in the U.S., but isn’t sure where to begin. We turn to our panel of experts to help him.
Download this whitepaper to learn how leading wealth managers are effectively winning business with ultra high net worth investors, featuring an in-depth interview with David Friedman, President of Wealth-X, a provider of detailed intelligence on...
Most seniors will need long-term care at some point. Here’s how to plan for that.
Here’s an overview of what’s different
