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Financial Advisor July 2004 Jeff Schlegel	The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000.
Financial Advisor May 2006 Grove & Prince	Planning For The Ultra-Affluent Financial advisors can help ultra-affluent clients mitigate taxes, enhance wealth and protect assets by leveraging legal and regulatory frameworks to accomplish each client's unique goals.
Investment Advisor January 2008 Lewis Schiff	Protecting Family Assets Advanced financial planning for divorce and liability issues should result in a plan that works today but is flexible enough that it can't accommodate some possible new family scenarios in five or ten years without requiring major modifications.
Registered Rep. November 1, 2006 Jason Van Steenwyk	How to Protect Client Assets What can a financial advisor do to protect clients? Start by learning about asset-protection strategies that allow an individual to create legal barriers and disincentives to potential litigants.
Financial Advisor July 2007 Bruce W. Fraser	Fortune's Fortress A new book reveals the secrets of dealing with the uberwealthy of the hedge fund community.
Financial Planning May 1, 2007 Donald Jay Korn	Cover Your Assets Proven asset protection vehicles continue to be vital for any planner intent on helping clients shield their wealth.
Financial Advisor January 2007 Grove & Prince	Identifying Wealth Protection Opportunities Here is a review of a blind case study focusing principally on the two elements of wealth protection -- asset protection and family security.
Registered Rep. September 1, 2005 Russ Alan Prince	The Client as Corporation When it comes to dealing with the truly wealthy, the very fabric of advanced planning often changes, expanding in unexpected ways that require advisors to employ innovative and exclusive strategies.
Financial Planning November 1, 2009 Rick A. Jaye	Captivating Captives Publicly traded Fortune 500 firms know the benefits of captive casualty insurance companies (captives). Now successful small to midsize businesses are discovering many of the benefits larger companies have long enjoyed.
Investment Advisor March 2006 Melanie Waddell	Retirement Plan Advisor: Retirement.alt Thinking of putting alternatives in clients' IRAs? You've got plenty of help, and company.
Investment Advisor July 2008 Lewis Schiff	A Special Kind of Life Insurance Private Placement Life Insurance is not for everyone, but for those clients who are concerned about estate taxes and have sufficient assets to protect, PPLI offers tax-advantaged hedge-fund investing and other benefits.
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Financial Advisor November 2006 Grove & Prince	Wealth Protection For The Affluent Here are the things wealth managers must know to keep their wealthy clients feeling secure.
Registered Rep. April 1, 2006 Gresham & Gresham	The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources.
Financial Planning June 1, 2005 David A. Twibell	Out of Reach How can financial advisers help their clients avoid a potential litigation nightmare? One option is to establish a self-settled asset protection trust (SSAPT).
Financial Planning October 1, 2011 Martin Shenkman	Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities.
Financial Planning October 2, 2007 Suzanne McGee	Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties.
Financial Planning May 1, 2007 John J. Bowen	Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market.
Financial Planning November 1, 2005 John Bowen	Small Steps, Big Results Financial advisers don't have to make sweeping changes in their businesses to alleviate some of their most pressing concerns, like: finding new wealthy clients... fighting for clients... growing assets... etc.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Advisor January 2004 Jeffrey A. Hollowniczky	Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process.
Financial Advisor October 2005 Sydney LeBlanc	The Billion-Dollar Equation Skill, service, plus separate accounts are key for advisors managing a billion dollars.
Financial Advisor August 2007 Grove & Prince	Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities.
Financial Advisor April 2006 Grove & Prince	More Secrets Of The Elite 1200 In this third part in a series examining the characteristics of financial advisors who earned a minimum of $1 million per year in each of the past three years, these advisors show how using a basic process helps to capture additional assets from clients.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
Financial Planning January 1, 2010 John J. Bowen Jr.	Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs?
Registered Rep. October 27, 2010 Charles Paikert	Social Networking May Be Insurance Risk Social networking sites have become a new risk worry for high-net-worth clients, according to a new report from Chubb Group of Insurance Companies.
Financial Advisor June 2005 Bruce W. Fraser	The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.
Financial Planning March 1, 2005 Roccy DeFrancesco	Guarding the Fortress Protecting a wealthy client's marital home or personal residence isn't easy. Here are some options to explore.
Financial Planning November 1, 2007 John J. Bowen	Advanced Planning Basics Here's an overview of what it means to offer advanced planning -- and how best to provide those services to your clients.
The Motley Fool July 7, 2005 Selena Maranjian	Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.
Commercial Investment Real Estate Mar/Apr 2015 Mary Stark-Hood	Real Estate Asset Protection Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit.
Financial Advisor April 2008 Eric L. Reiner	Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year.
Financial Planning February 1, 2010 John J. Bowen Jr.	Moving Upmarket Thinking about upgrading to a family office? Here are five things you should know about the ultra-affluent market.
Financial Planning April 1, 2006 John Nersesian	Firm Protection Business owners may need a lot more than diversification to guard their assets than other financial planning clients. Insurance is only one aspect of their asset protection plan. Their needs reach beyond that into choosing the proper corporate structure for the business.
Financial Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
Financial Advisor February 2006 Grove & Prince	Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors.
Financial Planning October 1, 2013 John J. Bowen, Jr.	Help Your Clients Protect Their Wealth How well are you helping clients protect their wealth? These ideas can help you refine your approach and set yourself apart.
Investment Advisor July 2006 Marlene Y. Satter	Insurance Update: Reviewing the Situation When advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however, there can be a big gap if advisors don't thoroughly review all the types and levels of coverage their clients have.
Financial Advisor July 2007 Sharon Weinberg	MFOs And Alternatives Soup Multiple disciplines and multiple products converge in the making of independent-minded financial planners and their clients.
Financial Planning October 1, 2009 John J. Bowen Jr.	Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories.
Registered Rep. July 1, 2004 Grove & Prince	A Different Breed Tending to the financial needs of a family-owned small business is a complex affair, but it's not nearly as unique a task as it might seem at first blush.
Financial Planning November 1, 2008 Martin M Shenkman	Breakup Checklist Divorce can have a major impact on estate planning. What can you do to help clients through the divorce meat-grinder, get them back on their feet financially and safeguard their estates from the ravages of divorce? Plenty.
Financial Advisor March 2008 Sydney LeBlanc	Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night.
Registered Rep. March 28, 2012 Lena S. Rizkallah	TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement.
Financial Planning February 1, 2011 Martin Shenkman	Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading.
Financial Advisor June 2011 Timothy P. McGrath	Expect To Work Harder Advisors need to communicate with clients more and provide them with more active portfolio management.
Financial Planning December 1, 2008 Suzanne McGee	The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?