Working It Out and Muni Market Mania

When do the wealthy have time to manage their money and their personal financial well- being? Well, according to the most recent Merrill Lynch/Bank of America Affluent Insights Quarterly, it’s during the actual working-day.

Standard Chartered Launches Mortgage For HNW

DBS Names CIO For Wealth Unit

HSBC: China’s Stocks Rally To Slow On Inflation

U.S. Trust Continues Expansion

UBS Nears Turning Point With McCann

Women & Wealth: A Female Advisors Roundtable

The wealth management and family office space is filled with thoughtful advisors, many of whom are women.

GRATs – Now or Never?

Last month, the House of Representatives passed the Small Business Jobs Tax Relief Act of 2010 (the ‘Act’) which, if signed into law, would significantly affect the potential benefits of grantor retained annuity trusts (GRATs).

“Overall, what my female clients tell me is that the female wealth advisor will take the time to explain things and break it down for someone who is not a professional,”

-- Mela Garber, tax principal at Anchin Block & Anchin, discussing the topic of women and wealth.