NEW YORK, April 1, 2015—Wealth advisors from some of the nation’s top firms (with combined assets under management totaling more than $159 billion) offer tips on a wide variety of topics relevant to high net worth individuals and families. From state-by-state estate-tax planning, to the various sectors available for investing in oil, to best practices for insuring collectors cars, these expert insights can be found in the Worth® Leading Wealth Advisors™ special section in the April/May issue of Worth, on newsstands now.
“We’re pleased to feature one of the most comprehensive Leading Wealth Advisors sections we’ve ever done,” said Worth President James Dimonekas. “Through the expertise of financial advisors across the country, our readers will find relevant takeaways on multiple topics related to wealth management.” Featured topics and essays include:
AIG
What should I look for when considering insurance for my collector cars?
Altair Advisers LLC
What is the best way to make monetary gifts to children and grandchildren?
Baldwin Krystyn Sherman Partners
What aspects of estate planning will help secure my financial legacy?
Bank of the West Wealth Management (Newport Beach Office)
What retirement-planning options will keep my family-owned business secure but still provide assets for a comfortable retirement?
Bank of the West Wealth Management (San Francisco Office)
What are the main hurdles for the successful transition of a privately held family business?
Bingham, Osborn & Scarborough LLC
How do I invest in the face of uncertainty?
Bruce Gendelman Company
How can family offices protect their clients against risk?
CBIZ MHM LLC
What challenges do closely held business owners face when working alongside family members?
Celedinas Insurance Group
Why do I need to use a yacht insurance specialist?
Cook Maran & Associates Inc.
What is the best way to insure my most prized and valued items?
CTC | myCFO
Should I diversify the number of advisors I work with to minimize risk and maximize my performance potential?
Fieldpoint Private
What is aggregation technology, and how can it help reduce risk?
Glowacki Group LLC
Are you overpaying taxes on your investment portfolio?
Granite Group Advisors
Given falling oil prices, is now a good time to invest in this sector?
Hallmark Capital Management Inc.
How does inflation affect investments?
Horton Private Client Group
Should I think about replacing my insurance agent with a “true risk” advisor?
IFAM Capital
Are you using your success to ensure your future and protect your “gift”?
Kayne Anderson Rudnick
What are the benefits of concentrated portfolios?
Little Mcleod Valentine Group at UBS Financial Services Inc.
Do I need to invest in foreign companies to participate in growth outside the United States?
LLBH Private Wealth Management LLC
Demystifying trusts: What can and can’t you do?
Marsh Private Client Services
How do I appropriately protect my passion investments?
MBAF | Certified Public Accountants and Advisors
Home is where the heart is—or is it?
Mogil Organization LLC
What watercraft stories do brokers have to tell?
Momentous Insurance Brokerage
Do I need a separate insurance policy to protect my private collection?
Neuberger Berman Wealth Management (Chicago Office)
Should I remain constructive on U.S. small caps?
Neuberger Berman Wealth Management (Manhattan Office)
Why should I proactively address my portfolio from an asset-class and manager perspective?
Neuberger Berman Wealth Management (Tampa Office)
When should I turn over my investment management to a professional money manager?
New England Private Wealth Advisors LLC
What factors should I consider when designing a plan to efficiently transfer wealth to my heirs?
NFP P&C Private Client Group (Atlanta Office)
How can I protect myself from internet defamation lawsuits?
NFP P&C Private Client Group (Dallas Office)
Why do I need flood insurance?
NFP P&C Private Client Group (Manhattan Office)
Do I need a personal “kidnap & ransom” policy?
Pioneer Financial at Northwestern Mutual – Park Avenue
Will you fall prey to your state’s estate tax regime?
Private Risk Insurance Agency LLC
Is it possible to avoid paying homeowners deductibles altogether?
Richard P. Slaughter Associates Inc.
Are you looking for investment advice in all the wrong places?
Rodriquez Wealth Management at UBS Financial Services Inc.
How can you best manage liabilities when borrowing?
Shantz Mantione Group at UBS Private Wealth Management
How and when do I begin gifting to the next generations?
Signature Estate & Investment Advisors LLC
What opportunities at home might come from quantitative easing in Europe?
Sterling Investment Advisors Ltd.
How can a buy-sell agreement protect my family and business?
Stonnington Group LLC
How should I invest, given economic intervention in the U.S. and abroad?
Strategic Financial Group LLC
Does the traditional “glide path” retirement formula still work?
The Haverford Trust Company
Is now a good time to invest in the stock market?
Tocqueville Asset Management LP
Who wants to stay a millionaire?
Transamerica Life Insurance Company
Could you, as a foreign national, benefit from a U.S. IUL policy?
Traust Sollus Wealth Management
Does stock market volatility represent a risk or an opportunity for me?
Waldron Private Wealth
After this past year, how do I know if my investment allocation is appropriate for me?
UBS Financial Services Inc.
What are some new ways in which to think about your debt?
About Worth and the Worth® Leading Wealth Advisors™ Program
The editorial mission of Worth is to enlighten, inspire and serve high net worth individuals with an avid interest in the intelligent stewardship of their personal wealth. Founded in 1992, the magazine was re-launched by SANDOW® in May 2009, and underwent a complete transformation. Featuring a cutting-edge design and compact format, today’s Worth is a sophisticated, practical and portable resource for C-suite executives, entrepreneurs and high net worth investors. Audited by BPA, Worth has a guaranteed rate base of 125,000. It is mailed six times a year to individuals with a net worth of $5 million or greater, and to 5,000 wealth advisors at firms who manage $100 million or more. Worth is also available at select newsstands at a cover price of $18.95, and at private airports (FBOs) via SANDOW’s exclusive newsstands network, MediaJet. The Worth app is available on iPad, iPhone and iPod Touch.
The Worth® Leading Wealth Advisors™ Program is an integrated marketing platform and vetted venue for top wealth, legal and insurance advisors nationwide. Advisors who apply for admission into the program are vetted by Worth and experts at Paladin Advisor Research to help ensure advisor quality. In order to be considered, professionals must be willing to provide complete and full disclosure to investors, so that analysts can thoroughly screen and evaluate their credentials, ethics and business practices. Once admitted, advisors pay a fee to be included. For more information, please contact leadingwealthadvisors@worth.com.
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