As technology advances and the wealth management industry consolidates, wealth managers will become increasingly focused on the standardization of offerings delivered through digital means.
Squabbling siblings, spendthrift heirs and hostile step-relatives aren’t just the stuff of television drama.
Demand for triple net lease investment opportunities has been rising consistently over the last two decades.
It is an era of complex fee structures with many high-net-worth (HNW) investors unaware of just how many forms and layers of fees and costs are lurking within their portfolios.
A 2019 Forbes Insights survey finds that 68% of high-net-worth (HNW) investors say family relationships greatly complicate wealth management.
Financial markets have been volatile for the better part of the last two years. In the meantime, the current U.S. economic expansion has progressed to now become the longest on record.
Nevada may be known for its casinos and high-stakes poker games, but high-net-worth families will find it no gamble to keep their money there.
Forbes Insights research shows that over half of today's high-net-worth investors generated or obtained the lion's share of their wealth either exclusively (22%) or to some degree (31%) through a family-run business. This highlights the essential art of exit planning--prepping the family and the business for its future once today's stewards hand over the reins.
Nevada has some of the most innovative trust laws and offers attractive income tax advantages for high-net-worth families and business owners.
We all want to be informed when it comes to market activity, not only because it helps us better contextualize the economy, but also because it signals something about our outward persona...