the University of Pennsylvania

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  Tax Planning Advice: Following the Rules on Entities—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2011

  Shenkman reminds advisors to make sure that clients and other professionals who might work with your clients, like insurance agents, follow the rules on entities like Crummey trusts, insurance trusts and S corporations.

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  Tax Planning Advice: Avoid Inaccurate Formula Clauses—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 9, 2011

  Shenkman says that using inaccurate formula clauses in legal documents can be quite taxing.

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  Tax Planning Advice: Grantor Trust Income—Martin Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 3, 2011

  A counterintuitive but valuable strategy: have the grantor pay tax on trust income.

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  Serve and Protect

  By Danielle Andrus, AdvisorOne  |  November 1, 2010

  Susan Ganz calls herself a financial services professional, but you might call her a disaster preparedness expert.

• About the Firm

  By Robert F. Keane  |  April 1, 2010

  Constellation Wealth Advisors, LLC 52 Vanderbilt Avenue, 8th floor New York, New York 10017 Phone: 212-697-2500 3000 Sand Hill Road Building 2, Suite 160 Menlo Park, California 94025 Phone: 650-352-9300 Web site: ConstellationWA.com e-mail:...

• Commodities Help Diversify Portfolios

  By J. Gibson Watson III, CIMA, Envestnet  |  February 1, 2010

  Broad-based exposure to a basket of commodities can provide meaningful diversification to a portfolio even during turbulent markets.

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  Editor's Choice for April 16

  By Kathleen McBride, AdvisorOne  |  April 16, 2009

  What matters more--the risk model itself or the decisions that result from findings of the risk modeling? ... Should short sales have been banned last fall?

• Face Value

  By Vanessa Drucker  |  March 1, 2009

  here is plenty of blame to go around for the financial meltdown of 2008. Culprits range from dozy regulators to feckless investors to consumers who...

• IMCA Raises Standards for Its Certificants

  By James J. Green, AdvisorOne  |  January 26, 2009

  The Investment Management Consultants Association announced changes in its certification process to attendees of its Consultants Conference in New York on January 12.

• BY THE NUMBERS

  By James Picerno  |  January 1, 2009

  What do we know about wealthy individuals and their charitable inclinations? Quite a bit, actually, and perhaps far more than is generally recognized. But much...