Advisor to Client

How to leverage trademarks

Trademarks, client relationships and other unconventional assets can be leveraged to help a business grow

By Rania Llewellyn |February 3, 2014

2 min read

Margin Call holds surprises about life on Wall Street

Set at a fictional Lehman Brothers-style investment firm in the early days of the 2008 financial crisis, Margin Call (2011) bills itself as an inside look at the meltdown.

By Jessica Bruno |February 3, 2014

4 min read

Leave a legacy with a donor-advised fund

Donor-advised funds let givers have flexibility to establish their legacies.

By Elaine Blades and Malcolm Burrows |January 31, 2014

2 min read

Conversation starter – Planned giving

A wealthy client has expressed interest in making a substantial gift to charity. Ask her, ‘What causes matter most to you?’

January 30, 2014

1 min read