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A health and education exclusion trust may offer a way to preserve assets for younger family members and avoid harsh generation-skipping taxes, while still contributing to charity. In this article, Mela Garber of Anchin, Block and Anchin explains how a HEET can be a useful and effective estate planning tool that benefits family and a designated charity while shielding wealth from GST and gift taxes.

Investors are well advised to take into account the interest rate environment when considering wealth transfer options. A new white paper from Fiduciary Trust points out the importance of interest rates in creating trusts, reviewing estate plans and loaning money to family members. The paper then examines three wealth transfer options that work well during periods of low interest rates.

This IBM report argues that many client relationship managers do not actively sell their firm. IBM also contends that there is a tremendous opportunity for wealth management firms to strategically use client attitudinal information to target and improve high-impact service interactions. Firms that get it right can strengthen their ability to improve client loyalty, increase wallet share and refine business performance.

Advisors attempting to obtain large blocks of insurance death benefit on behalf of ultra net worth clients will quickly find that there is a frustrating lack of death benefit capacity within the life insurance industry.

This paper explores the tax-management strategy of realizing long-term capital gains in a portfolio of equities and quantify how much it can add to after-tax performance. This approach is counter to the more common strategy of deferring the realization of capital gains as long as possible while only realizing capital losses.

This research brief reports on declining UHNW client satisfaction levels among their wealth advisors and private banks.

This report by New Philanthropy Capital discusses the potential for and challenges associated with cross-border philanthropy, not least prioritizing the issues and countries that deserve attention and selecting qualified intermediaries.

Social entrepreneurship cuts across disciplines to tackle social, economic and political issues and create sustainable change for the greater good. This issue of Global Giving Matters takes an in-depth look at this approach, reporting on the challenges that social engineers face and the opportunities for philanthropists to move the field forward.

Donating appreciated securities to charities may provide tax advantages over making cash donations by reducing capital gains taxes. This report from Fidelity Investments explores the issue, providing assistance in calculating tax savings and explaining how a donor advised fund can reduce paperwork to make these donations easier.

Affluent Gen X households have markedly different attitudes about finances than other affluent families, investing more aggressively and owning more managed future funds, exchange-traded funds and socially responsible funds. This is according to Northern Trust's annual Wealth in America study, which examines topics for all age groups, such as asset allocation, investment strategy, philanthropy and retirement.