Editor's Note

Perspectives on Private Wealth: A Discussion with Jean L. P. Brunel

Scott D. Welch, CIMA^®

Building a Thriving and Connected Family of Wealth

Stacy Allred, MST, CFP^®
Joan DiFuria, MFT
Stephen Goldbart, PhD

Bridge the Generation Gap: How to Have a Family Wealth Briefing

Leslie Geller, JD, LLM

Long-Term Care Planning For Mature Clients: Insuring Against Longevity and Healthcare Risks with Modern Solutions

Stephen "Moe" Allain, CPWA^®, RMA^®, AAMS^®

Planning Around New Rules for Inherited Retirement Accounts

Tim Steffen, CPWA^®, CPA/PFS, CFP^®

Net Unrealized Appreciation: A Retirement Distribution Strategy to Reduce Taxes

John Nersesian, CIMA^®, CPWA^®, CIS, CFP^®

It’s Not Just Assets Under Management Anymore: How and Why Advisor Fee Models Are Changing

Christine Gaze, CIMA^®, CFP^®

Why So Serious About Retirement Income?

James B. Sandidge, JD

If You Give Rollover Advice to IRA Owners, Act Now: The Compliance Deadline Has Passed

Marcia Wagner, JD
Kimberly Shaw Elliott , JD, LLM

How Clients Are Funding Their Donor-Advised Fund Philanthropy: 61% of Contributions Are Non-Cash Assets

Eileen Heisman

Succession Planning Thoughts and Strategies

Dana Anspach, CFP^®, RMA^®
Stephen "Moe" Allain, CPWA^®, RMA^®, AAMS^®
Tom Morris, MBA, RMA^®, CFP^®

2022 T3/Inside Information Software Survey

Bob Veres
Joel Bruckenstein, CFP^®

Recent Certificants

Finding Her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families, by Amy Hart Clyne and Dennis T. Jaffe

Judy Benson