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Reputation Management in the Internet Age

Aug 1, 2010 12:00 PM, By Michelle Jordan & Patricia M. Soldano

Ripped from the headlines: CEO Faces $7 Million Judgment After Son's Driving Conviction in The Financial News Daily; Businesswoman Fires Nanny, Gets Slapped...

A Question of Value

Aug 1, 2010 12:00 PM, By Jane Flanagan

The current economic climate and the financial upheaval of the last two years have many wealth owners taking a step back and re-evaluating the processes...

Financial Reform Knocks on The Family Office Door

Aug 1, 2010 12:00 PM, By Rashad Wareh

On July 21, 2010, many single family offices watched President Obama sign into law the Dodd-Frank Wall Street Reform and Consumer Protection Act (the...

Revising the Conversation About Risk and Risk Taking

Jan 1, 2010 12:00 PM, By Anna Nichols

The recent market crisis destroyed capital, challenged bedrock tenets of economics and revealed significant limitations in standard investment management...

Private Bank Presentations

Aug 1, 2009 12:00 PM, Purchase this article...

I don't have to tell you private bankers how tough it is out there. You already know that your clients don't trust you, your organizations are in even...

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The Wealth Report Blog

blogs.wsj.com/wealth/

The Wealth Report is a daily blog focused on the lives and culture of the wealthy. The blog is written by Robert Frank, a senior writer for the Wall Street Journal.

The Family Office Exchange (FOX)

www.foxexchange.com

A membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries. It strives to make wealth owners, family office executives and advisory firms more effective at preserving and enhancing their financial, human, and intellectual capital.

Institute for Private Investors (IPI)

www.memberlink.net

IPI provides educational and networking resources to families with substantial assets and their advisors. IPI is neutral, offering no investment recommendations nor consulting services. Membership dues and educational fees are its sole revenue source.

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Family Office Exchange LLC

David Martin

Foster Holdings, Inc.

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Rockefeller Trust Company

Patricia M. Soldano

Cymric Family Office Services

Complete list of the Trusts & Estates Editorial Advisory Board

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Fate of Famed Art Collection Unresolved

By David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

The Shifting Sands of the Tax Burden

By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

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Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

By Donald H. Kelley

Evaluate retirement projections with this online tool...

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Podcasts

Advising the Wealthy: It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

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Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
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Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
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