Products

Exempt offerings require care

While it may be tempting to offer exotic investments to your high net worth—or even mass affluent—clientele, advisors should think twice before dipping their toes into the exempt market.

By Staff |May 30, 2012

3 min read

A real estate empire: Closing the deal

Up to this point, we’ve explored how to develop a real estate empire by examining the principles behind real estate as an investment, what conditions are necessary to get started, and what you need to know about real estate investing in order to build your own portfolio.

By David Sung & Wayman Crosby |May 28, 2012

4 min read

How to build a real estate empire

In part one of this series, we asked a few questions to help decide whether or not direct ownership of hard asset real estate was the right fit for your client. If you’ve considered those questions and decided that it’s something they have the capacity to pursue, read on to learn the next steps.

By David Sung & Wayman Crosby |May 25, 2012

4 min read

How the rich stay rich

Whatever you think about their politics or private lives, deep down, we all want to invest like a Kennedy.

By David Sung & Wayman Crosby |May 25, 2012

3 min read