Highlights of April/ May 2008 Issue

• Advising the Surviving Spouse

RESEARCH

• Pets and Estate Planning

INVESTMENTS

• Mutual Funds, ETFs and Indexing: The Alternatives to Alternatives
Mutual Funds, ETFs and Index Funds have long been accepted as the investment vehicle of choice for "ordinary investors," yet surprisingly, many wealthy individuals have these products in their portfolios, as well. We’ll discuss how advisors to the super affluent are using these products for both core and niche exposure.

• Brilliant Deduction
The courts and IRS are deciding how much trusts should be able to deduct for investment advice fees

INSURANCE

• Captive Insurance Companies & Wealth Transfer

ESTATE PLANNING

• Costly Oversight
Far too often, estate plans neglect the state-level death taxes while focusing on solutions to minimize the Federal tax obligation

• Family Dynamics
Using Trust incentives to Manage Beneficiaries

WEALTH PROTECTION

• Safe & Sound
Private security professionals rely on a range of activities to help their wealthy clients protect the things they hold most dear.

LIFESTYLE SERVICES

• A Sweet Ride
Investors with money to burn are falling in love with classic collectible cars

AFTER THE FACTS

• Don't Flinch
Unconventional Lifestyles of the UHNW

Plus wide-ranging features on topics of interest to private wealth providers, commentary from our editors and industry observers, and much more!