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Worth offers much-needed guidance on evaluating the services of private banks and financial advisors, as well as on improving communications with those professionals once a relationship is underway.
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Investments/Risk Management
The pros and cons of new wealth management products and strategies designed specifically to address the wealth management dilemmas facing ultra-affluent individuals, including alternative investments, risk management tools and portfolio analytics.
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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.
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