3 Trends for Newly Wealthy Families
With most U.S. wealth being first-generation wealth, it’s not about preparing the money for the family so much as preparing the family for the money.
Beware of ‘Cliff’ in New York’s New Estate Tax Law
Wilmington Trust’s Sharon Klein considers some implications of the new state law, with one dangerous tax trigger at the edges.
India Budget: Bond Prospects Excite Investors, but Infrastructure a Challenge
India has not been a huge bond issuer and therefore is a very small part of emerging market indexes. That may be about to change.
Parliamentary Elections Underscore Challenges for EU
The worst of the European financial crisis may be over but results of the recent European parliamentary elections suggest the EU still has many challenges to contend with going forward.
Why Azerbaijan’s Debut Eurobond Succeeded
Azerbaijan’s recent 1.25 billion euro, 10-year Eurobond did remarkably well — and not just because the largest nation in the Caucusus region has oil.
3 Charity Strategies to Cope With Rising Taxes
Clients are showing particular interest in these three tax planning techniques, says Carol Kroch of Wilmington Trust.
Chile’s Economic Success Gives Upside to Future Investors
Chile is set to embark on a new and decisive economic and social chapter in its history.
New Hire Roundup: Marvin Davis Goes to Edelman Financial Services
Also this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.
Preparing Your Clients for the Digital Afterlife
Estate planners have started to see more clients’ digital assets outlive them, and they’re now tasked with helping families manage that digital legacy.
Wilmington Trust Looks to Maximize Global Opportunities
For Clem Miller, investment strategist at Wilmington Trust Advisors, investing wisely in international markets is all about picking and choosing the right names from what he calls “a global opportunity set.”