Trust Estate
December 2, 2022

What Many People Don’t Know About Power Of Trusts

The author writes that regardless of current uncertainties there remains a suite of planning opportunities and techniques that can make trusts and estate plan far more effective. ...

Trust Estate
December 1, 2022

When Should An Elderly Person Stop Driving?

The author of this article examines an issue that seems both mundane but also significant – when is it time for an older person to stop driving, and how can family members direct this conversation? The issues ...

Strategy
November 30, 2022

MFO Battle: RIAs Vs Global Giants

What can US advisory firms do in order to take market share from international players and win a larger slice of the business for serving ultra-high net worth individuals? In this is article, we talk to industry...

Philanthropy
November 29, 2022

Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"

The author of this article sets out approaches that a rising generation of philanthropists can use to make the most of their goals in the years to come. ...

Philanthropy
November 28, 2022

Philanthropy For Testing Times – How Donor-Advised Funds Are Working

Here are more thoughts from those in the philanthropy space about how markets and requests for aid are affecting the landscape. ...

Philanthropy
November 23, 2022

Tough Markets, Increased Pleas For Help – Challenges For Philanthropy

Philanthropists have a lot to contend with this year: a period of falling market values that hit assets, a potential squeeze on donations as people watch their finances more closely, and rising requests for help...