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By Ellen Uzelac |
September 1, 2011
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By Ellen Uzelac |
January 1, 2010
Not long ago, insurance agent Pamela Averick asked an art collector she knows whether he'd made any long-term provisions for his collection of 100 contemporary...
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By Ellen Uzelac |
May 1, 2009
When she was 14, Tracy Gary was told she would be a millionaire. At 21, she inherited $1.2 million. By the time she turned 35,...
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By Ellen Uzelac |
July 1, 2007
There is no deeper way to connect with clients than through the philanthropic impulse -- yet many advisors steer clear of the conversation. As Randy Fox,...
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By Ellen Uzelac |
January 1, 2007
Most wealth advisors find themselves poorly positioned when it comes to one of their high-net-worth clients' most worthwhile impulses--the impulse to give money away. With...
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By Anita Dennis |
May 1, 2006
Several years ago, one of advisor Doug Neal's clients was facing serious tax consequences on some investments that had increased in value during the time...
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By Robert F. Keane |
November 1, 2005
To practice charity has been considered virtuous and admirable in virtually every culture and religion since the dawn of civilization. Everyone knows, too, that it's...
