Publication’s edition covers wine protection, investing in China and the changes Millennials are bringing to the workforce.
NEW YORK, Dec 1, 2014—Wealth advisors from some of the nation’s top firms (with combined assets under management totaling more than $186 billion) offer tips on a wide variety of relevant topics for high net worth individuals. From steps to take in order to protect your wine collection, value opportunities for investors interested in China and how to unlock the full potential of a Millennial workforce, these expert insights can be found in Worth’s Leading Wealth Advisors special section in the December/January issue of Worth, on newsstands now.
“We’re pleased to feature one of the most comprehensive Leading Wealth Advisors section 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
How can I protect my wine investment?
Altair Advisers LLC
What should I consider as an owner of a family vacation home?
Baldwin Krystyn Sherman Partners
Are your asset-protection vehicles shielding you like you think they are?
Bank of the West Wealth Management (San Francisco)
What are the main hurdles for the successful transition of a privately held family business?
Bank of the West Wealth Management (Los Angeles/Orange County)
What retirement-planning options will keep my family-owned business secure but still provide assets for a comfortable retirement?
Bingham, Osborn & Scarborough LLC
Can unusually high corporate profits persist?
Bleakley, Schwartz, Cooney & Finney at Northwestern Mutual
How do we plan for our child with special needs?
Bruce Gendelman Company
How can family offices protect their clients against risk?
CBIZ MHM LLC
How can a grantor retained annuity trust help offset gift and estate taxes?
Celedinas Insurance Group
Have you outgrown your insurance broker?
Cook Maran & Associates Inc.
Do we need a separate employment liability insurance policy to cover household staff?
The Glowacki Group LLC
Why are IRAs so important when you’re planning your estate?
Granite Group Advisors
With interest rates near zero, should I adjust my portfolio to protect against inflation
Horton Private Client Group
What liability exposures should I be aware of, and how can I protect myself?
IFM Capital Advisors
The science of smart investing: How does one earn a ‘known return’ in their portfolio?
Kayne Anderson Rudnick
How can investor emotions affect returns?
Little McLeod Valentine Group at UBS Financial Services Inc.
Is 80 the new 60?
LLBH Private Wealth Management LLC
What can a “virtual family office” do for off-shore investors?
Loyola Asset Management
Did you know that you may actually need protection from yourself?
Marsh Private Client Services
Is my home sufficiently insured for flood damage?
MBAF | Certified Public Accountants and Advisors
What are the tax implications for high net worth individuals for 2015 and beyond?
Mogil Organization LLC
What kind of threat does ‘‘backoff’’ malware pose for retail insurance policies?
Momentous Insurance Brokerage
Do home-remodeling projects require special insurance policies?
Neuberger Berman Wealth Management (Florida)
How do liquid alternative investments reduce risk in a volatile market?
Neuberger Berman Wealth Management (New York)
What are some tips for planning wealth transfers that are equal but also fair?
Neuberger Berman Wealth (Chicago)
How is investing in China opening up greater opportunities?
New England Private Wealth Advisors LLC
How can we help our children become financially responsible adults?
NFP P&C Private Client Group
How do I know if I need an insurance review?
NFP P&C Private Client Group
Why is my home insured for more than its market value?
Pioneer Financial at Northwestern Mutual
What can a captive insurance company do for my business?
Private Risk Insurance Agency LLC
What are some valuables-coverage benefits that HNW carriers provide?
Richard P. Slaughter Associates
How do I build a charitable nest egg while maintaining flexibility and tax benefits?
Rodriquez Wealth Management at UBS Financial Services Inc.
It takes two: How can I increase my partner’s involvement in our finances?
Signature Estate & Investment Advisors LLC
Are you [financially] biased?
Shantz Mantione Group at UBS Private Wealth Management
Why do people use a team approach to wealth management?
Sterling Investment Advisors Ltd.
How many financial advisors should you have?
Stonnington Group LLC
How should I position my 401(k) investments in a volatile market?
Strategic Financial Group, LLC
Is it possible to increase my charitable giving and improve my financial position?
The Haverford Trust Company
“The Tortoise and the Hare”: Why does quality work for long-term investors?
Tocqueville Asset Management LP
What can be learned about parenting from a (former) child of affluence?
Transamerica Life Insurance Company
What is the impact of FATCA on my international assets?
Traust Sollus Wealth Management
Can I be less diligent in saving for retirement, based on the assumption that I’ll be spending less when I retire?
UBS Financial Services, Brett Rhode
How do I stay focused for the long term?
Waldron Wealth Management
How can I manage my portfolio for efficient after-tax outcomes?
Whittier Trust
How do I seamlessly transition my real estate-rich trust to a successor trustee?
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.