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High Net Worth Individuals

Planning Now: Back to the Basics

Jordan Waxman | Posted 02.17.2014 | Money
Jordan Waxman

Tax and estate laws have changed and are likely to change again with little notice. Now is the time to insure one's planning documents are up to date and flexible, and to execute on the strategies to save and grow wealth today and in the future.

Is Your Broker Peddling Fear?

David Geller | Posted 10.16.2013 | Business
David Geller

Fear can be a powerful motivator. Creating fear by focusing on the negative and then offering a solution to the impending catastrophe could be an effective method for a broker to gain new clients.

Dreaming the Wrong Dream

David Geller | Posted 10.05.2013 | Business
David Geller

While we may not voice these thoughts to friends and family, when we dream of how our life could be better, many of us have a list in our heads of what we think it would take to make us truly happy. And most of us are wrong.

Does Your Definition of Success Work for You?

David Geller | Posted 09.15.2013 | Business
David Geller

You may be thinking, "I would never use money to keep score. How silly." But before you start patting yourself on the back for your good sense, ask yourself the following questions.

Singapore: The New Switzerland? Private Banking's New Home

April Rudin | Posted 12.23.2012 | Business
April Rudin

Beyond its private banking affability, lies an economy, climate and destination which seems light years away from Europe (medieval times?) and the United States (third-world country?).

The Great American Passport Myth

William D. Chalmers | Posted 11.29.2012 | Travel
William D. Chalmers

We know that fewer and fewer respond to facts nowadays -- even fact checkers have biases -- but the facts are that of the 311 million U.S. residents, there are over 109 million valid U.S. passports in circulation.

The Exclusive World Of High-End Credit Cards

The New York Times | Posted 11.05.2012 | Money

High-end services and lavish benefits are the weapons of choice of marketers hoping to attract ultra-high-net-worth individuals to their products. ...

Mad Men Meets Wall St. -- Hedge Funds Will Be Allowed to Advertise

April Rudin | Posted 09.05.2012 | Business
April Rudin

Mad Men, the wildly popular AMC TV show about the fictional 1960s advertising agency Sterling Cooper Draper Pryce, is set in a haze of cigarette smoke...

For Kids Of Ultra-Rich Parents, Money Won't Come Easy

The Huffington Post | Alicia Ciccone | Posted 06.18.2012 | Money

Born with a silver spoon in your mouth? Don't get used to it. Some 32 percent of high and ultra-high net worth Americans don't feel it's important ...

Not Only Cheap Electronics: The Chinese Are Manufacturing High Net-Worth Individuals

April Rudin | Posted 06.03.2012 | Business
April Rudin

Hong Kong and China, in general, have established themselves as global manufacturing capitals by inexpensively producing a variety of electronics, clo...

Hungry for High Net Worth Clients? Platform in Hong Kong and Take a Bite From the DimSum Bond Market

April Rudin | Posted 02.02.2012 | Business
April Rudin

What does Hong Kong have in common with Facebook, business intelligence software, and new mobile medical diagnostic technologies for physicians workin...

Connecting with the Wealthy Through Social Media: Can You Reach a Luxury Box From the Bleachers?

April Rudin | Posted 05.25.2011 | Business
April Rudin

Even areas formerly clandestine like private equity and venture capital have ventured in to the social media area to allow investors and money to "meet-up" in a vetted forum.

Welcome to the Wonderful World of the High Net-Worth

April Rudin | Posted 05.25.2011 | Business
April Rudin

I enjoy and value teaching others how to network amongst the rich and famous. I am just awaiting the day when I can change sides from an offensive position to the defensive side.

Obama's Tax-cut Plan: How The Rich Are Affected

nytimes.com | JACKIE CALMES | Posted 05.25.2011 | Business

WASHINGTON -- As debate heats up over President Obama's proposal to let the Bush tax cuts expire for the wealthy but to extend them for everyone else,...

World's Wealthy Sitting On $10 Trillion In Investable Assets

Huffington Post | Nathaniel Cahners Hindman | Posted 05.25.2011 | Business

Here's another possible bump in road to the global recovery: the wealthy are still sitting on trillions in cash. The wealthy have kept a $10 trill...

Global High Wealth Industry Group Created: New IRS Brings Unit Will Target The Very Wealthy

Wall Street Journal | MARTIN VAUGHAN | Posted 05.25.2011 | Business

WASHINGTON -- A new Internal Revenue Service enforcement unit targeting the very wealthy will help the tax agency decode partnerships, offshore trusts...