The firm, which already works with individual investors, wants to build relationships across private wealth distribution channels.
Don’t let the business unravel if the founder is silenced by illness or death.
A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes.
Both taxpayers and professionals are potential targets.
Cambridge has partnered with Hero CFO to bolster its financial reporting capabilities for wealthy clients.
The pitfalls for the unwary are myriad and often costly.
Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.
The limitations of traditional grantmaking are increasingly apparent.
John Bowen describes the research from his team at CEG Worldwide regarding what high-net-worth clients want most from their advisors.
