This assessment, from the Heritage Institute, is designed to provide a snapshot of your client's family and guide discussion about how best to sustain their family wealth.
Click on the link below to launch the questionnaire.
Encourage your ...
National Donor-Advised Fund Plans Expansion of Investment Line Up to Provide Clients with Wider Range of Investment Solutions to Meet Charitable Goals
Testamentary power of appointment over principal and accrued/undistributed trust income isn’t a general power of appointment
More and more high-net-worth individuals are renouncing their U.S. citizenship—should we be concerned?
New federal rules are forcing advisors to spell out what they’re charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations.
Conventional wisdom holds that households with financial plans tend to fiscally outperform those without. I’ve been skeptical of that view, believing a kind of selection bias is at work: Households with financial plans are often wealthie...
Few community banks and credit unions offer wealth management services to their customers. But many of these firms are struggling and looking for new sources of income. Broker/dealers are finally tapping these untouched firms with revenue-sharing...
