William Wrigley Jr. II, who helped orchestrate the sale of his family’s business to Mars Inc. in 2008, led a $65 million investment round for Surterra Wellness, a medical cannabis startup in Georgia.
Photographer Bert Stern’s copyright protection for famed photos of Marilyn Monroe was upheld against family challenges.
“Choosing when to retire is one of the single most important financial decisions we make in our lives,” noted Morningstar researcher David Blanchett.
In the best of circumstances, probate is time-consuming and expensive. In the worst, it is downright excruciating.
“We love student housing. We’re very big in student housing across the country,” says Jeff Holzmann, managing director of iintoo Investments Ltd., a New York City-based network for real estate investing.
Serving overlooked millionaire clients—many of whom are successful business owners—poses a host of interesting challenges for financial advisors.
