The Ultra High Net Worth Institute recently unveiled its "Wealthesaurus"— a list of over 80 terms commonly used and abused in the wealth management business. The competition for ultra-wealthy ...

In today’s litigious and highly transparent environment, protecting wealth is no longer viewed as an optional strategy; it is a fundamental component of responsible financial planning. High-net-worth ...

Families seeking to protect and preserve multi-generational wealth face a complex combination of legal, economic and cultural challenges. Evan Paul, Managing Partner of Paul Advisory and Legal Group, ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Lucy Lazarony is an experienced personal finance journalist and writer who got her start in 1998 writing about financial topics. She writes accessible and easy-to-understand articles about credit, ...

Women are earning, owning and managing more wealth than ever. But they’re also working with less room for error. To discuss what this means, Comerica offers ...

Wealth, once guarded through simple legal shields, now moves through a far more calculated system of timing, structure, and jurisdiction. High-income individuals and entrepreneurs are no longer ...

The Prenup. One set of parents insists on it; other family members are dead-set against it. Trusts and legal documents might require it, and advisors of all types have an opinion on it. But, the last ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Debunking the viral 3-layer asset protection plan for real estate investors: Why revocable trusts and LLCs offer flawed ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...