The Misunderstood Appraisals
The Misunderstood Appraisals
Mar 05, 2014
Various approaches for probate, donation, insurance or distribution can create different values for the same object
The Estate Planner’s Role in Succession Planning
The Estate Planner’s Role in Succession Planning
Mar 04, 2014
A 10-step guide
Establishing Virtual Family Offices
Establishing Virtual Family Offices
Mar 03, 2014
VFO structures can be used to improve legal compliance, tax efficiency and risk management
Reality Trumps Myth
Reality Trumps Myth
Mar 03, 2014
The Pritzker family enterprise story
U.S. Congressional Resale Royalty Report
U.S. Congressional Resale Royalty Report
Jan 31, 2014
Revised bill may result in added expense for art transactions
Gallery: Swann Galleries- Rare & Important Travel Posters
Jan 24, 2014
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LGBT Investors Are More Conservative, Happier With Advisors
LGBT Investors Are More Conservative, Happier With Advisors
Jan 14, 2014
Wealthy LGBT investors take a more conservative approach to investing and are less diversified than non-LGBT investors, according to a new study by Spectrem Group. LGBT investors have 15 percent of their assets in stocks and bonds and 13 percent ...
Managing Family Offices … Risky Business?
Managing Family Offices … Risky Business?
Jan 10, 2014
How directors and officers can mitigate the liability stemming from their fiduciary duties
New Year’s Resolutions
New Year’s Resolutions
Dec 27, 2013
Goals for 2014 to improve client/advisor relationships
Three Steps for Bringing in an Outsider to Lead the Family Business
Three Steps for Bringing in an Outsider to Lead the Family Business
Dec 16, 2013
How to replicate Hermès’ success
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