…tax and business advice to families that range from comfortably affluent to extremely wealthy. In our profession, we might be called a “multi-family office.” In lay terms, we are independent…
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Unreasonable Suspicion In The Big Apple
…that the person had committed, was committing or was about to commit a crime, and that the person may be armed and “presently dangerous.” The suspicion, according to the courts,…
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New Rules Return Flexibility To Fiduciaries
After more than 100 years, the Uniform Prudent Investor Act (UPIA) and similar prudent investor rules have opened up a whole new world of investing for fiduciaries. Traditional “prudent man”…
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The Funeral I Missed But Did Not Skip
…search among drug companies and research centers for better and more effective ways to use the body’s own immune system to attack cancer cells. While immunotherapy is a relatively new…
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Ditching New York Tenant Broker Fees
…find customers, and when one agent brings a client to another, they split the commission. Except in New York City, that is. In the city, where perennially scarce rental housing…
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Another Side To A Tragic Story
…water. Nor did it look good that it took about two years after Rainey’s death for post-mortem procedures to be complete and investigators to take sworn statements from the inmates…
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More Bad News For Appraisers
…fault lies elsewhere. Most U.S. banks now use appraisal management companies, or AMCs, to hire appraisers for mortgage lending. These organizations represent an attempt to address the complaints that, in…
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When Bad Things Happen To All Sorts Of People
Why do bad things happen to good people? The Securities and Exchange Commission thought it knew the answer after the 2008 financial crisis: Because bad people cause those bad things…
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Roe Casts Its Shadow Once Again
…liberals other than Kagan apparently found the rule in question’s racist past (and perhaps today’s disproportionate incarceration rate for racial minorities) compelling enough to abandon stare decisis. It is not…
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Mexico’s Butterfly War
photo by Flickr user Bud If you happen to be anywhere near Carmel or Monterey, California in the next several weeks, I highly recommend a detour to the chic community…
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