Featured
AI As An Investment Theme Operates Under A Unique Level of Scrutiny
Artificial intelligence as an investment theme continues to operate under a uniquely intense level of scrutiny.
A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
Recent
The Joy Of Multi-Family Offices For Elite Clients
One of the keys to having success with a family office is for the team to have a deep understanding of the client's needs, risk tolerance and privacy.
Strategies to Avoid Getting Fired by Your Clients' Kids
Advisors have been making a priority to connect with their clients’ children to avoid getting fired by them when they inherit their parents’ wealth.
Kendall Jenner Is Being Sued for $1.8 Million
Imagine, if you will, being offered $1.5 million to have your picture taken. And now, imagine blowing it off.
How Does a Pot Trust Work?
If you have minor children, you might consider setting up a pot trust to meet their financial needs if something should happen to you.