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
1w 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
1w 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
1w ago
Families Not Discussing Inheritance: Edward Jones Study ..read more
Financial Advisor | Estate Planning
2w 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
3w 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
1M ago
Financial Advisor | Estate Planning
1M ago
Financial Advisor | Estate Planning
1M ago
The baby boomer generation comprises people born between 1946 and 1964. They amassed tremendous wealth, as they were in the right place at the right time ..read more
Financial Advisor | Estate Planning
1M ago
Key Takeaways • Differences in how gifts and estate are taxed create opportunities for efficient tax planning. • By gifting carried interest to descendants or trusts for their benefit, you can greatly increase the net wealth passed on to the next generation. • Don't overlook the vertical slice rule, which limits how we can divide and gift interests. • Derivative contracts can be an excellent planning tool for highly compensated fund managers. Just don't be a do-it-yourselfer here. “By failing to plan you are planning to fail.”??"Benjamin Franklin When it comes to carried interes ..read more
Financial Advisor | Estate Planning
2M ago