This Mother’s Day, Give Mom the Gift of Insurance
It is surely impossible to quantify the value of a mother, but neither should all her labors of love be taken for granted.
11 Steps to Successful Time Management for Solo Practitioners
If you’re an advisor working by yourself, organization is critical to building and sustaining your practice. Here's how I do it.
Let the Robots Do Your Taxes
Capital gains taxes are a far trickier beast than passive asset allocation—so tricky, only a robot might be able to defeat it.
The 3 Top Risks to Client Art Collections
HNW families don't always manage the physical risks to their increasingly valuable art collections with the same rigor they employ when managing financial investment risk.
Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
When Stock Appreciates: Rethinking Clients’ GRAT Asset Allocations
Many clients who established grantor retained annuity trusts (GRATs) are now experiencing seller’s remorse—especially those clients who funded a GRAT with appreciating stock.
How Family Wealth Management Teams Can Target Family Businesses
If your family wealth team isn't reaching out to other family businesses, you're missing a big business development opportunity.
CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
For high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
Are You a Tax-Savvy Advisor?
Three steps to help lower your clients’ blood pressure, and yours, during tax season.
Helping Your Working Clients Increase Their Take-Home Pay
Here's a simple way to show clients how you add value: increasing their net pay.