The ultra-high-net-worth advisors find embracing qualitative factors—the “soft side” of wealth management—is key to helping families maintain their wealth.

The number of Gen X /Y millionaires is growing, seniors like ESG and GOODING rocks about financial literacy.

Increasing the taxes on the wealthy with worldwide assets.

Kimberly E. O’Leary, professor of law, Western Michigan University Thomas M. Cooley Law School in Lansing, Mich. and Marie Were, law lecturer, Te Piringa University of Waikato Faculty of Law, in Hamilton, New Zealand.

Roger Colinvaux, professor of law, Catholic University of America, Columbus School of Law in Washington, D.C.

Mark Glover, associate professor of law, University of Wyoming College of Law in Laramie, Wyo.

U.S. wealth management professionals need to take them into account.

Applicability for Non-U.K. citizen residents.

Are your clients ready?

Key factors to consider when purchasing and evaluating life insurance.