Send Us Your Questions
Are you wrestling with family issues, business governance or succession decisions, investment or estate planning dilemmas, problems related to philanthropic activities or foundations, or a similar predicament? We invite you to email a detailed question to advisorsforum@worth.com. We will ask some of the country's leading experts to give you their best advice. (We will publish the questions anonymously. Please include your contact details in the email for confirmation purposes.)
|
|
 |
|
|
|
Worth is now accepting submissions for our annual Top 100 Wealth Advisors list, to be published October 2008.
If you are a wealth advisor and wish to be considered for the list, click here
Deadline for applications: May 9, 2008
|
| Worth's 100 Top Attorneys |
|
Worth is out to find the leading attorneys serving affluent individuals' personal and family needs, from trusts and estates to matrimonial law to philanthropy. Our findings will be featured in the December-January issue. The deadline for nominations is Monday, July 7; the deadline for lawyers' applications is Monday, August 4.
If you would like to nominate your lawyer, click here.
If you are a lawyer and would like to be considered click here.
|
| March 2008 Issue Highlights |
 |
Portfolios With Purpose
Affluent investors are embracing socially responsible investing as opportunities and potential returns grow....
more »
|
|
Class Actions
Ostentation is today’s ticket to a higher social station....
more »
|
|
Controversial Collections
The urge to collect gets complicated when the subject is historically sensitive or just plain abhorrent....
more »
|
|
10 Questions for Your Private Banker
Market, business and economic conditions change fast. Are your advisors on the ball? Ask these questions and find out.
more »
|
|
The Chips Are Down
I recently discovered that my wife has a gambling problem when I noticed that some of our joint accounts were significantly depleted....
more »
|
| Scoreboard |
Glass Half Full?—A glimmer of optimism broke through in February as both the Spectrem Millionaire and Affluent indexes registered slight gains. In January, both indexes had taken a bath. The Millionaire Index, which includes people with at least $1 million in investable assets, reached a new low of -6. The Affluent Index, for those with at least $500,000 in investable assets, plunged to -13. However, in February both indexes reversed directions, with the Millionaire Index regaining 1 point to close at -5 and the Affluent Index rising 3 points to -10. see larger graph »
|
|
|
|
