Don’t assume wealthy clients have done their planning.

What’s happening with this asset class?

Evolving global tax and disclosure regimes to consider.

A valid investment discipline regardless of the politics.

Implications for family offices and their advisors.

Understanding and explaining this option to your client.

A conceptual decision-making framework.

A rundown of recent court decisions.

“Unwinding” of PHE Medicaid rules exposes deeper flaws in the system.

Best practices to mitigate risk and safeguard assets.