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Financial Advisor
May 2006
Grove & Prince |
Planning For The Ultra-Affluent Financial advisors can help ultra-affluent clients mitigate taxes, enhance wealth and protect assets by leveraging legal and regulatory frameworks to accomplish each client's unique goals.   |
Financial Advisor
October 2006
Grove & Prince |
Asset Protection Planning With The Ultra-Affluent Protection of all sorts is an overriding concern for high-net-worth individuals. Most financial advisors are in a good position to identify asset protection opportunities for their clients. |
Investment Advisor
July 2008
Lewis Schiff |
A Special Kind of Life Insurance Private Placement Life Insurance is not for everyone, but for those clients who are concerned about estate taxes and have sufficient assets to protect, PPLI offers tax-advantaged hedge-fund investing and other benefits. |
Commercial Investment Real Estate
Nov/Dec 2005
Chuck Wise |
End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help. |
Entrepreneur
February 2006
Michael Rozbruch |
Warning Signs Many entrepreneurs may not be getting sound tax advice from their financial advisors. To avoid trouble, stay away from these tax shelters. |
Financial Planning
October 1, 2005
Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? |
Registered Rep.
June 1, 2005
Grove & Prince |
Summer of Dough For financial advisors, being well informed about how and where the ultra-affluent are spending their money can pay off should one get the opportunity to meet with them. Here's a survey showing what these clients will be spending their money on this summer. |
Bio-IT World
June 17, 2004
Stephanie McRae |
Expatriate Your Patents Intellectual property rights, especially patents, are often the principal source of value and revenue for biotechnology companies. You can save a boatload of tax money shipping your IP rights overseas. |
Financial Planning
April 1, 2005
Julian Block |
2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's. |
Financial Planning
February 1, 2010
John J. Bowen Jr. |
Moving Upmarket Thinking about upgrading to a family office? Here are five things you should know about the ultra-affluent market. |
The Motley Fool
June 13, 2007
Robert Brokamp |
Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay. |
Registered Rep.
November 1, 2005
Mindy Diamond |
In Good Company There's a trend brewing among brokers with nascent high-net-worth books. Increasingly, these reps are not interested in making a lateral move to a wirehouse, preferring instead to hold out for a position at a firm whose brand resonates with the ultra-wealthy. |
Financial Planning
January 1, 2010
John J. Bowen Jr. |
Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs? |
The Motley Fool
January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
Mother Jones
December 2000
Ken Silverstein |
Trillion-Dollar Hideaway Offshore accounts. IBCs. Walking trusts. Financial institutions have plenty of names for the places where the wealthy now hide their money from the IRS. They just don't call it cheating... |
Financial Planning
October 2, 2007
Suzanne McGee |
Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties. |
AskMen.com
Michael Estrin |
How to: Set up an Offshore Bank Account It may sound sexy to talk about an offshore account, but for the most part, banking offshore is about saving on tax dollars. |
Trusts & Estates
December 19, 2002
Sara Hamilton |
The Multi-Family Office Mania The Multi-family Office model is rapidly becoming the most sought after platform for serving the ultra-affluent. |
Financial Advisor
August 2006
Grove & Prince |
Global Citizens This is the first of a two-part series based on the authors' new white paper, offering psychographic information to financial advisors who target high-net-worth individuals. |
