As technology goes, so goes the San Francisco Bay Area wealth management market. And business at tech companies, especially Internet-based firms, is booming. Palo Alto-based Facebook, which already has more than 500 million users around the world...
When entrepreneurs look for someone to turn to for advice on philanthropy, financial advisors are low on the list, according to a recent survey by the Fidelity Charitable Gift Fund. The largest share 53 percent said they rely on themselves...
Barclays is remaking the old Lehman Brothers and hiring aggressively to become a major player in the U.S. high-net-worth market just as its rivals struggle to get back on their feet.
If you're an estate planner, you're probably not an expert in securities laws. But you may have clients who are of publicly held companies or who own restricted securities and these clients may be subject to federal securities laws and have...
Last year, a ruling by the Indiana Court of Appeals, In Re Stuart Cochran Irrevocable Trust,1 sent a shot-across-the-bow warning to trustees trying to navigate the changing irrevocable life insurance trust (ILIT) environment. In ruling for the...
Most family business succession studies focus narrowly on the succession event itself or on some of the changes in leadership and performance that occur soon before or after the succession event. Much less common, however, is a study that provides...
How to decide when and how money is best withdrawn from college savings plans.
He better focus on his homework.
