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Panama Papers Prompt Race for Tax Haven Dollars Before Crackdown

(Bloomberg) -- For years, the biggest nations have tried to to outsmart tax dodgers and reclaim trillions of dollars stashed in off-shore accounts. Many of them are tired of waiting and now just want...

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The Odd Couple: Hedge Funds and the Taxable Investor

David Swenson is an icon in the investment world. His Yale “endowment model” is widely considered to be the gold standard by which all others are measured. While effective for tax-exempt entities like...

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'Bahamas Papers' Are Latest Chink in Offshore Armor

The latest blow in the fight for international financial transparency fell Thursday, as a new cache of leaked offshore corporate documents, this time from the Bahamas, was made public.The International...

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2016's Best and Worst Cities for Financial Stability

Whether it's making a decision on where to spend retirement or finding how far a buck will go in one city compared to another, the financial impact of relocating is an important consideration for any...

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Fusing Family and Philanthropic Visions

UHNW families may benefit from a greater understanding of a recently available opportunity to create more for family and charity.Wealthy families can now transfer wealth to children and grandchildren...

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2016's Top Stock Picker Didn't Follow the News

Forget Trump, J. David Wagner focused on companies too small for most analysts to acknowledge.By Matthew Winkler(Bloomberg View) --The No. 1 U.S. stock picker of 2016 paid scant professional attention...

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Nine Common Privacy Planning Issues

Ensure that discussions and financial transactions are as secure and confidential as possible.As our personal information becomes more intermingled and easier for complete strangers to access, many...

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Ten Steps to Effective Strategic Planning

Ten ways to plan strategically in the medium term so the business stays in the family for the long-term.PWC recently rolled out the 8th edition of their biannual Family Business Survey. One of the...

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Weighing the Risks and Returns of Art and Antiquities

Antiquities, works with ties to World War II and the Holocaust, and American Indian artifacts all merit special attention.Investing in art is about more than flipping works for a quick profit,...

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Six Financial Planning Steps for Expecting Parents

A little preparation is necessary before the big day.Clients (or the children of clients) who have a baby on the way usually have so much to worry about that any financial advice you offer them during...

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Asset Protection Planning—20 Years Later

What’s happened since the enactment of the first DAPT.This year marks the 20th anniversary of the first domestic asset protection trust (DAPT) legislation—in Alaska. Since that time, 17 states have...

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Ten Art and Collectible Planning Mistakes

Many advisors are unfamiliar with how to plan for collectibles. Here are 10 pitfalls to watch out for.Despite the fact that a vast amount of wealth is held in the form of art and collectible assets,...

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Family Business Panel at Columbia Explores Changes

Patricia Angus and Paulina Mejia weighed in on the state of estate planning.Advisors around the country are working hard to get up to speed on the Tax Cuts and Jobs Act as they field questions from...

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2016's Best and Worst Cities for Financial Stability

Whether it's making a decision on where to spend retirement or finding how far a buck will go in one city compared to another, the financial impact of relocating is an important consideration for any...

View Article

Image may be NSFW.
Clik here to view.

Fusing Family and Philanthropic Visions

UHNW families may benefit from a greater understanding of a recently available opportunity to create more for family and charity.Wealthy families can now transfer wealth to children and grandchildren...

View Article


Image may be NSFW.
Clik here to view.

2016's Top Stock Picker Didn't Follow the News

Forget Trump, J. David Wagner focused on companies too small for most analysts to acknowledge.By Matthew Winkler(Bloomberg View) --The No. 1 U.S. stock picker of 2016 paid scant professional attention...

View Article

Image may be NSFW.
Clik here to view.

Nine Common Privacy Planning Issues

Ensure that discussions and financial transactions are as secure and confidential as possible.As our personal information becomes more intermingled and easier for complete strangers to access, many...

View Article


Image may be NSFW.
Clik here to view.

Ten Steps to Effective Strategic Planning

Ten ways to plan strategically in the medium term so the business stays in the family for the long-term.PWC recently rolled out the 8th edition of their biannual Family Business Survey. One of the...

View Article

Image may be NSFW.
Clik here to view.

Weighing the Risks and Returns of Art and Antiquities

Antiquities, works with ties to World War II and the Holocaust, and American Indian artifacts all merit special attention.Investing in art is about more than flipping works for a quick profit,...

View Article

Image may be NSFW.
Clik here to view.

Six Financial Planning Steps for Expecting Parents

A little preparation is necessary before the big day.Clients (or the children of clients) who have a baby on the way usually have so much to worry about that any financial advice you offer them during...

View Article
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