May 19, 2009 Although we witnessed extreme market conditions and an unprecedented decline in wealth over the past year, wealthy individuals continue to have charitable goals and to pursue interests in creating private foundations. ... March 01, 2009 Today’s tax law changes, volatile markets and low interest rates may unleash something that your client is not ready for—the law of unintended consequences. ... November 30, 2008 During these chaotic market times, many clients are struggling to stay calm and confident. Fortunately, they have you to vent to, to express their concerns and hopefully get some relief. But, what abo... October 31, 2008 Recently I had the pleasure of hearing Charles A. Lowenhaupt deliver a case study on family wealth. Lowenhaupt is chairman and chief executive of Lowenhaupt Global Advisors, a global family office for... September 30, 2008 This summer I had the opportunity to visit several vacation resort communities. They were spectacular—beautiful homes in beautiful settings. But whether I was on the east coast, west coast, mountain o... August 31, 2008 Why bring up this tragic story? Because it is one of those things that happen in the public arena that causes us to take a step back and consider our own situation. The randomness of this tragedy and ... June 30, 2008 I was looking through an old New York Magazine (August 2007), and a small article caught my eye. It was titled, “Bear Market? Dump Your Wife.” What it said was that some divorce attorneys are advisin... May 31, 2008 If the first word that comes to mind when you think of spring is cleaning, we’re not on the same wave length. Personally, I live by the mantra that life is too short to clean your own house, so—despit... |