10 Highlights From Swann Galleries' African-American Fine Art Sale

Aug 05, 2014

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...

Preparing for the Assets

Jul 31, 2014

Help client-families understand their “why?”

Adapting to Wealth

Jul 29, 2014

Viewing family affluence through a lens of cross-cultural adjustment

Engaging the Next Generation in Philanthropy

Jul 28, 2014

Allow children to experience the benefits of helping others and making a difference in the world

Estate of Tanenblatt Raises Valuation Issues

Jul 25, 2014

Tax Court ruling underscores need for objective valuation

An End to Parenthood?

Jul 24, 2014

Helping clients whose adult children refuse to be responsible for themselves

Seven Steps for Managing and Protecting Valuable Collections

Jul 21, 2014

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...

Don't Ignore Real Estate Investment Preferences

Jul 16, 2014

Any wealth management professional knows that the investor comes first. When an advisor is working with successful professionals and high net-worth individuals (HNWIs), he or she recognizes that investment preferences are more than checkboxes on a...

Focus on Life IQ, not Financial IQ

Jul 07, 2014

Preparing the next generation

The Five Richest Entrepreneurs in America

Jul 02, 2014

Outside of transitional wealth, the generation to generation wealth, the real sweet spot for advisors is the entrepreneur. But who are the wealthiest and how did they make their money...