Jonathan Blattmachr

The Affluentialist: Intangible Assets; Real Challenges

By Lewis Schiff | July 1, 2009

As we examined previously, certain clients may intentionally or forgetfully skip certain information on assets in discussions with their advisors. Other clients may give wildly...
At Your Service

By James J. Green, AdvisorOne | July 1, 2005

If Jonathan Blattmachr had his way, there would be plenty more trusts in this country. That's not just because Blattmachr, an attorney with Millbank Tweed...

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.