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	Wealth Management Sourcebook

	Multifamily Office 2008

	Previous Issues Index

/ Home / Editorial / Wealth Management / Estate Planning /

Estate Planning

How to effectively transfer wealth—including that which is tied up in illiquid but valuable collectibles—to family, other beneficiaries and charitable organizations; how to establish trusts (and oversee trustees) and other estate planning vehicles.

Taxing Decisions Points to consider in anticipation of heavier levies.
more »

When the Levies Break The specter of higher taxes may affect the timing, but not the substance, of our financial decisions.
more »

Living Arrangements Living trusts are not a miracle cure, but they can be an essential part of a solid estate plan.
more »

World Bank Rx for Troubled Nations In an effort to help the world’s weakest nations maintain a foothold in the global economy, the World Bank has launched a trust fund for what it calls Low Income Countries Under Stress.
more »

Strong Start for Hedge Funds The Van Global Hedge Fund Index gained 2.1 percent net of fees in January, according to industry consultant Van Hedge Fund Advisors International.
more »

The Scions of Sea Island Three generations of meticulous stewardship by one dedicated family have left a world-class legacy: Georgia's Sea Island Resort.
more »

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