Financial Advisor | Estate Planning
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Financial Advisor provides readers with sophisticated estate planning and investment strategies to help them better invest for their affluent clients. Our editorial team goes in-depth to offer investment ideas and techniques advisors can use to address their clients financial goals.
Financial Advisor | Estate Planning
2d ago
Financial Advisor | Estate Planning
2w ago
Financial Advisor | Estate Planning
2w ago
According to a 2023 study by PWC's Global Family Business, nearly two-thirds (61%) of family business owners do not have a written, formal succession plan in place. At the same time, 72% want the business to stay in the family ..read more
Financial Advisor | Estate Planning
1M ago
I had the privilege of hosting a panel featuring myself, Kimberly Foss from Mercer and Lisa Brown from Coriant. We delved into the profound transformation of female breadwinners over time, influenced by changing societal norms, legal shifts and the empowerment of feminist movements ..read more
Financial Advisor | Estate Planning
1M ago
For 18 years, Adrianne Yamaki, founder and managing partner of Strategic Wealth Capital (SWC), has been serving corporate executives, entrepreneurs and multi-generational families to effectively manage their financial affairs. SWC strives to develop a deep understanding of its clients, their families, and their life goals and to serve as their primary advisor, advocate and partner over their lifetimes. Russ Alan Prince: As part of the “Great Wealth Transfer,” one common asset that elderly clients bequeath to children is rollover IRAs ..read more
Financial Advisor | Estate Planning
1M ago
Families Not Discussing Inheritance: Edward Jones Study ..read more
Financial Advisor | Estate Planning
1M ago
Many clients have the dual goals of ensuring enough resources for a comfortable retirement and leaving a lasting legacy to the generations that follow them. Advisors are often tasked with helping clients carefully balance these simultaneous goals ..read more
Financial Advisor | Estate Planning
1M ago
Stuart Katz is president of Lido Advisors' Private Wealth Management division, which provides customized investment, planning and family office solutions for entrepreneurs, executives, high-net-worth families, nonprofits and uniquely successful artists, athletes and entertainers. Russ Alan Prince: What do Lido Advisors see as the evolution of the family office model? Katz: As a starting point, it's important to provide some context as to how the term “family office” gets used in the wealth management space. For years, firms have been selling the performance of their investments a ..read more
Financial Advisor | Estate Planning
2M ago
Financial Advisor | Estate Planning
2M ago