The Millionaire Next Door

Current Events

Part I of 3: The Millionaire Next Door. . . Swiss? Cheese Only

There has been a lot of press coverage recently about American citizens using Swiss accounts for tax evasion purposes.  I have spent thousands of hours researching the affluent and advising the majority of the top fifty financial institutions in America.  Yet, I have only spent about two (2) hours consulting with a group of executives employed by a bank …

Part I of 3: The Millionaire Next Door. . . Swiss? Cheese Only Read More »

Millionaires in the Making: Russian Immigrants

Last night my wife and I dined at our favorite neighborhood restaurant, taking full advantage of the “early bird” special! We lucked out and were served by David, an outstanding waiter.  As always I inquired about his progress as an undergraduate honors student in math.  He responded that his brilliant math professors were constantly challenging …

Millionaires in the Making: Russian Immigrants Read More »