Lessons on Family Business Succession From Queen Elizabeth

Sep 13, 2022

The Queen set an example to put in place a robust transition plan for the family enterprise.

Opinion: Don’t Tax America’s Family Businesses to Death

Sep 13, 2022

Increased income taxes and estate taxes are the key danger points.

US Falls to 18th Place in Global Retirement Ranking

Sep 13, 2022

Norway ranks No. 1 in the Natixis Investment Managers Annual Global Retirement Index, followed by Switzerland, Iceland, Ireland and Australia

Four Ways Clients Can Access Their Home Equity

Sep 09, 2022

Inflation and higher interest rates make it more difficult for homeowners to absorb the costs associated with traditional equity financing.

Three Planning Steps for Clients That Own Artwork

Sep 09, 2022

Keeping an inventory, categorizing and managing clients' art will help to minimize taxes and prevent their beneficiaries from being taken advantage of.

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ESG Stewardship and Why Investors Should Care About It

Sep 13, 2022

Watch as David Armstrong, editor-in-chief, Wealthmanagement.com, and Marian Macindoe, Head of ESG Stewardship, Parnassus Investments, discuss why investors should care about ESG Stewardship and how she predicts it will evolve over time.

Advising High-Net-Worth Families and Family Offices

Sep 08, 2022

What’s new—and what’s coming next—in wealth planning that you and your clients need to be prepared for now. Live CE and CLE Virtual Forums - September 13-14, 2022

Anne Heche's Son Seeks Control of Her Estate

Sep 07, 2022

The actress did not have a will, leaving a heavy burden on her 20-year old son Homer.