Arthur Bavelas

  • Making Collaboration Work

    By Lewis Schiff  |  February 1, 2008

    Properly protecting assets to fulfill a family's wishes and having the right documents implemented is what separates advanced planning from theory, as we discussed last...

  • Protecting Family Assets

    By Staff Writer  |  January 1, 2008

    Last month We looked at the emotional and financial challenges of advising a client during a divorce settlement. When analyzing the client situation, advisors have...

  • High Performance Collaboration

    By Lewis Schiff  |  July 1, 2007

    As we examined last month, private wealth specialists can help you with those special cases where you require more comprehensive analysis using a higher level...

  • Outside Help

    By Lewis Schiff  |  June 1, 2007

    Last month, we looked at how three advisors went outside of their practices to create an ad hoc network to solve the unique advanced planning...

  • Keys to the Kingdom

    By Bruce Fraser  |  January 1, 2007

    It was the English philosopher and statesman Sir Francis Bacon who said riches are for spending. The most recent Capgemini "World Wealth Report" claims there...