Wealth Planning

I don't have to tell you private bankers how tough it is out there. You already know that your clients don't trust you, your organizations are in even greater chaos than usual, and the pressure to bring in new business has reached a whole new...

Even in the past few years, there's been a quantum leap in the ability of modern technology tools designed to improve work group efforts and data management to help all family office stakeholders communicate and collaborate more easily and...

In business succession and estate planning involving a closely held business, employee stock ownership plans (ESOPs) should be one of the prime planning alternatives considered. Unfortunately, they rarely are. That's probably because ESOPs are...

Babe Ruth's biographer, the sports writer Leigh Montville, has written that the famous baseball player's early years, spent mostly in an orphanage, are covered in a fog that settles over everything and will not leave.1 This description also fits...

There are an estimated 3,000 single-family offices (SFOs) based in the United States1 and, according to a recent survey by the Wheaton, Ill.-based association Family Wealth Alliance, the number one concern for many is sustainability: Will the...

The recruiting frenzy among regional firms for breakaway wirehouse brokers is still going strong. Robert W. Baird, Commonwealth Financial and RBC Wealth Management announced recruiting coups.

The wild case of a $50 million donation that could be the largest in Panama’s history