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This PriceWaterhouseCoopers study of global private banking and wealth management provides insight into the themes and trends affecting the world of wealth management as well as practical suggestions for actions wealth managers should be taking. The study is conveniently divided into six sections covering performance, client service, products and s...

The 2010 health care legislation imposes numerous new taxes and mandates. This summary from Glenmede highlights key tax changes to which individuals and businesses may become subject. It combines the provisions of the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act enacted in March.

A brief paper from Health Advocate Inc. provides an overview of health advocacy, explaining not only the concept but also how this new specialty service can help individuals deftly navigate the healthcare system in order to get the right services and to make sound medical decisions.

In this set of short articles, WTAS addresses topics ranging from the tax impact of employee bonuses to factors to consider in assessing the fair market value of alternative investments. The authors also discuss changes in state personal and corporate tax rates, the impact of widening state budget gaps on state taxes, and complications of the curre...

While conversion to IFRS has benefits, the transition from U.S. GAAP to IFRS is significantly more than a technical accounting issue. In this article, Rothstein Kass provides a high-level overview on the adoption of IFRS for investment companies currently in conformity with U.S. GAAP.

A new white paper from the Lindquist Group addresses household staffing needs under a variety of circumstances, offers best practices for hiring and terminating staff members, and provides tips and resources related to taxes, insurance, benefits and salaries.

The authors discuss the impact of the addicted client on the emotional well-being of financial planners. They explore how to recognize the signs of addiction, seek competent assistance, and support recovery including what works for improved treatment.

One private aviation solution that many family offices are discovering is fractional jet ownership. This solution offers owners the ability to enjoy many aircraft ownership benefits at a significantly lower cost of entry than full aircraft ownership. This is made possible by dividing the aircraft into smaller shares (fractions, beginning at one-six...

The purpose of this document is to help you to understand the business aviation solutions available in today's marketplace and identify which business aviation solution may be of greatest interest to you.

The new regulatory requirements stemming from the passage of Dodd-Frank will certainly be a costly addition to the reporting framework of the alternative investment industry. However, this new era of heightened regulatory and compliance procedures also brings the potential benefits of financial stability and investor protection.

In the wake of SEC regulation, the best course of action for every family with a family office is to identify promptly the most desirable options for bringing their family into compliance by March 30, 2012 and, at the same time, helping it to turn arid compliance dollars into an optimal structure for achieving its long-term value.

Planning ahead is the most important thing you can do to protect yourself and your family. Besides protecting your home from a possible burglary, it is important to think about your personal security. This article offers 28 tips for preventing a break-in and another 13 for keeping family members safe.

This report decsribes how wealth management firms can boost their performance by improving sales force productivity, redefining the role of the team leader, and managing and developing human assets. The report also highlights a full range of levers that can improve organic growth.

A consumer guide that provides basic training for navigating the healthcare system. To get the best care, consumers must be active partners in their care. The enormous growth and complexity of the healthcare system is one of the key drivers. Patients can no longer rely on their health providers to know every surgical or pharmacological solution.

Many affluent families are willing to spend significant amounts on out of pocket medical expenditures but want to maintain good protection from catastrophic medical expenditures. All families today need to plan for adequate coverage, especially when serious illness is diagnosed or when individuals face transitions which affect their coverage like ...