Clare Bronfman spent millions of the family fortune bankrolling Nxivm's operations and becomes a prime example of the need for discretionary trusts in high-net-worth planning.
Actor Chadwick Boseman, best known for portraying Black heroes, kept his cancer diagnosis a secret from many. That underlines the need for advisors to urge clients to have all their estate-planning documents in order.
If someone offers to part the velvet ropes and grant you special access to “institutional quality” investment management, smile politely and head for the hills.
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