Valuable artworks require specialized attention to ensure that they're safely transferred to the next generation.
As with all things money and family, it can be a struggle to balance financial and personal goals with avoiding hard feelings and disputes.
Yet, average assets per deal is on track to hit the second-highest level ever recorded by Echelon.
SMArtY is meant to appeal to advisors who want to use models yet do not have access to sophisticated SMArtX UMA technology.