For HNW Clients, Cash Value Life Insurance Offers Solid Planning Value
Universal and whole life insurance policies seem to be slipping out of favor with estate planners and financial advisors. They rate...
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Helping HNW Clients Decide to Self-Insure Against LT Care Costs – or Not
It’s a bit of boilerplate in the profession: high-net-worth clients should provide for long-term healthcare expenses via...
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How Much Does It Take to Be Rich? It All Depends on Location
The results of Charles Schwab’s Modern Wealth Survey are in – among other things, the survey asked respondents to share their...
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Premium LI Financing – An Attractive Approach for HNW Clients
High-net-worth individuals often employ premium financing as a strategy to fund their life policy premiums. Here’s how it works...
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Rich Women are Increasingly Calling the Shots
In wealth management world wealthy women mean big business and it’s about time these ladies get the attention they merit. After...
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Checklist for Making Sound Financial Planning Decisions
When making financial planning decisions, people tend to focus excessively on two factors: fees and performance. A few points on...
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The Super Rich are Having an Identity Crisis
Once upon a time, you could go to a swell society affair and recognize all of the wealthy and glamorous in attendance. But today...
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Fetch the Smelling Salts: Are Wealthy Clients Facing a Surprise Tax Hit this Year?
Bless the Government Accountability Office, which does so like to scare us. Right now, the GAO is saying that millions of people...
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A Jump in Whiskey Insurance and What It Says about the Filthy Rich
As rare whisky has gone up in price 140% in the last five years, there has been an almost tenfold increase in interest in whiskey...
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Rich Americans: Money Is Better than Love
It may sound a bit cold, but it’s pretty old-fashioned wisdom. A recent survey of affluent Americans showed than when choosing a...
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How the Wealthy Can Benefit from Today’s Gift and Estate Tax Regime
How did Donald Trump get so darned rich? He’s been telling the tale for decades: by dint of intelligent application, hard work and...
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Wealthy Clients Want More Than Returns
Over the last couple of years, high-net-worth investors have been enjoying pretty healthy returns. You’d think this would make them...
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Super-Wealthy Buy into Private-Placement Insurance
Lombard International, whose parent company is Blackstone Group LP, is offering a new form of investment to ultra-rich clients...
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Donor-Advised Fund: Helping the Wealthy Help Others
Private funds have long dominated the world of charitable giving by America’s wealthiest citizens. Most people have likely heard of...
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A Passport is the New Hot Commodity for UHNW Clients
For the ultra-high net worth set, the world is a smaller and more interconnected place. These people regularly do business and send...
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Keys to Preserving Wealth through Generations
If you want to help your high net worth clients pass on their wealth while preserving tranquility in the family, there are some...
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