David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
An estate plan is a delicate and complex machine that, when working properly, can offer your client a great deal of financial and emotional security as he nears the end of his life. However, like any finely tuned...
With global assets under management predicted to grow to more than $100 trillion by 2020, asset managers will become more influential and, as a result, will attract increased scrutiny from tax authorities and clients...
Costs rose 7 percent among family offices globally from the year prior, even as they saw a 2.4 percentage point drop in the returns on an average portfolio, according to a new report.
A great deal of the total cos...
If you strip away all of the murder, plotting, betrayal and mental illness, you reach a core of estate planning issues that are shockingly common in the real world