This report analyses how to maximize charitable dollars through donations of appreciated stocks and mutual funds.
This issue of Global Giving Matters looks at the emerging field of social entrepreneurship and reports on the challenges social entrepreneurs face and the opportunities philanthropists have to move the field forward.
This paper tackles 3 key questions in relation to UHNWIs: What is the economic contribution of Non Doms to the UK? How likely are they to respond negatively to tax reform, and what are their options; Finally, how fair is it for the rest of society that ultra high net worths don't pay their fair share of tax, and yet they benefit from the privilege...
The purpose of this article is to support the argument that alternative investments belong in high net worth portfolios, analyze what the appropriate allocation is for them, and summarize some of the challenges associated with actually implementing more alternatives within portfolios of different sizes.
This IBM report argues that many client relationship managers do not actively sell their firm. IBM also contends that there is a tremendous opportunity for wealth management firms to strategically use client attitudinal information to target and improve high-impact service interactions. Firms that get it right can strengthen their ability to improv...
Investors are well advised to take into account the interest rate environment when considering wealth transfer options. Interest rates are important when establishing trusts, reviewing existing estate plans, and lending money to family members. With interest rates declining, the current rates used to value wealth transfers are now near historic lo...
Advisors attempting to obtain large blocks of insurance death benefit on behalf of ultra net worth clients will quickly find that there is a frustrating lack of death benefit capacity within the life insurance industry.
Undivided fractional interests in real estate held as tenants-in-common (TIC) may be exchanged for likekind property under Section 1031 of the Internal Revenue Code. The availability of Section 1031 taxdeferred treatment for transfer of TIC ownership interests presents today's investors with expanded investment opportunities but comes with new type...
This paper explores the tax-management strategy of realizing long-term capital gains in a portfolio of equities and quantify how much it can add to after-tax performance. This approach is counter to the more common strategy of deferring the realization of capital gains as long as possible while only realizing capital losses. It also evaluates the a...
This research brief reports on declining UHNW client satisfaction levels among their wealth advisors and private banks.
This article deals with the legal status of prenuptial agreements under English law.
The thought of ground trembling strikes fear in many people, but with the proper attention and preparation these concerns and the potential negative fi nancial impact to you and your assets can be lessened. If you own property in earthquake country, you are at risk for loss. However, good risk-management techniques, initiated prior to an event, su...
This report by New Philanthropy Capital discusses the potential for and challenges associated with cross-border philanthropy, not least prioritizing the issues and countries that deserve attention and selecting qualified intermediaries.
This latest report in the Barclays Wealth Insights series, 'Evolving Fortunes', builds on the findings of earlier research with an in-depth analysis of how the global distribution of household wealth is likely to change during the next decade.
Master Limited Partnerships (MLPs) are publicly listed limited partnerships that trade much like the shares of a public corporation. MLPs are flow through entities whose income stream is taxed in the hands of its unitholders and as such, are not subject to state or federal income tax at the partnership level. The case for MLP ownership is compellin...