As advisors, we strive to provide clients with guidance on important financial matters year-round, but it can sometimes be difficult to get them to focus on long-term estate planning when they’re busy with the day-to-day of running their...
Erin Hollis, Director of Financial Opinions for Marshall & Stevens, discusses the criteria to look for when seeking out an appraiser/valuation professional.
Amelia Renkert-Thomas, joint managing director of Withers Consulting Group, joins us to discuss client councils and how useful they can be in a family office context.
On July 10, 2014 Swann Auction Galleries in New York held their semi-annual sale of African-American Fine Art: The Shape of Things to Come: African-American Fine Art...
Wealthy families are increasingly turning to valuable collections–fine art, wine, jewelry and antiques–for investment diversification as well as aesthetic enjoyment. But, these families and their advisors don't always manage...