The Best States for Families
Myriad factors affect the quality of life for families. While money is important and it’s always better to have more than less...
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Limited Edition $2.2 Million Lamborghini Centenario Roadster Sells Out
As if the Centenario coupe, introduced at the Geneva Car Show in March, wasn’t already enough, Lamborghini rolled out the...
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Who Gets Your Digital Assets When You Die?
Did you know that aside from your standard assets, your digital assets can also be part of your estate to be managed through your...
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Marketing Financial Services to Millenials
Today, insurance agents and advisors are more focused on multigenerational planning than ever. Younger clients, after all, suggest...
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Revolutionizing The Cocktail Hour
Once upon a time it was simple. You bellied up to the bar and ordered a cosmopolitan or a gin and tonic. While that is still a...
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Keeping Your Wealthy Clients Safe When They Travel
Given the publicity that surrounds Kim Kardashian, it’s likely that few people in the Western world are unaware of the great jewel...
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The End of the Federal Estate Tax and the Implications for Family Offices
With Republicans talking of ending the federal estate tax, family office executives are thinking about the impact it will have on...
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Surviving a Crazy Work Schedule with Your Relationships Intact
If your career is important to you and you thrive on pushing your limits and striving to be the best, it’s likely that you’ll...
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How to Win Corner Office Clients
Every advisor wants to hook the big fish, the C-suite investors who have complex planning and investing needs. These clients...
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Luxury Trends Changing The Face of Travel
Luxury travel used to be all about excess and, well, luxury. Today though, the focus is more on time, experience and access. One...
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The Ultra-Rich Around the World
Wealth-X, the global leader in providing qualified prospects and intelligence on ultra high net worth (UHNW) individuals around the...
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DNA Analysis and Your Annual Physical: A Do or Don’t
Health Nucleus is company that offers comprehensive physical exams that combine an array of diagnostic tests and MRI scans with...
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Avoid Some of the Common Mistakes Executors Make
Acting as the executor for an estate is an important job, and one that carries a good deal of responsibility. Oftentimes, people...
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The Role of Religion in Estate Planning
For some clients, religion plays a significant role in determining how their assets will be distributed after their death...
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Life Insurance: It’s Not Just For Racecar Drivers
Driving a racecar might be considered one of the more dangerous ways to make a living, but Danica Patrick is a woman who is...
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Trump Vs. Clinton Vineyards: It’s Not Just Politics
With the presidential campaign in full swing, there’s more to debate than policy positions. When you settle down in front of the TV...
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