Despite the dire economic prospects of 2008-2009 and many families' fears that they'd have to shut down their single family offices (SFOs), the train never went off the rails.1 To keep firmly on track, they're thinking outside the box, considering...
Foundations hold a commanding share of donated wealth in America, but a less well-known vehicle for funding charitable causes is growing rapidly in popularity: donor advised funds.
It has been 18 months since the collapse of Lehman Brothers and just over a year since the stock market touched its lows. Although the stock market has recovered a portion of the decline, values across most asset categories remain at significantly...
Making minimum payments on your mortgage, and even taking out a new mortgage, might be a wise idea in this economy.
The renewal plan for turning around the asset-gathering-challenged UBS Wealth Management Americas should be released within two weeks.