Wealth Think

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Raise these queries to uncover potential sticking points before your advisory firm signs on the dotted line.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

Millennials facing middle age are remapping the trading landscape, but don't count out web-based apps just yet.

The author learned fast that running an OSJ has little overlap with operating a fully independent, multicustodial firm.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

Though qualified small business stock comes with extremely significant tax benefits, many advisors aren't putting them to work on behalf of their clients.