The estate planning market was originally conceived to handle the distribution of assets (mainly real estate) among the descendants of deceased rich people. There were two objectives to this exercise. Firstly, estate planning helped structure the distribution of wealth among the deceased’s spouse, children and other friends and relatives. The second objective was tax planning.
Nearly one in three family offices were engaged in sustainable and impact investing in 2017, with nearly half of them planning to increase their investments in the next year. Family offices are private offices that manage the wealth of ultra-high-net-worth investors. According to a survey by UBS and Campden Wealth, 39% of respondents projected that when
Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get started. Why Millennials Should Begin Estate Planning Now If you have been avoiding estate planning, you are
It’s hard to imagine a better classroom than the real world. This fall students in the commercial banking program at Marquette University in Milwaukee will learn about the fundamentals of the business by underwriting and managing a portfolio of small-business loans. Along with Town Bank in suburban Hartland and the Wisconsin Women’s Business Initiative Corp.,
“Buy a home in my twenties? Who, me?” If this is you, we get it. The thought of buying a home often seems like something that older people do. The truth is, however, there are plenty of perks to being a young homeowner. And if you’ve got the financial means, what are you waiting for?
Nuveen’s Third Annual Responsible Investing Survey of over 1,000 affluent investors found there is increased interest in working for, buying from, and investing in socially responsible companies. This is even truer among the millennials surveyed. 92% of millennials agreed with the statement “I care more about having a positive impact on society than doing well