Answer: The first place I would start my search would be my past tax returns where all of the assets which existed during the past tax reporting period should be listed. I would also contact any brokerage firms or banks which are sending monthly statements and speak with the account executive to get an update […]
Answer: The first place I would start my search would be my past tax returns where all of the assets which existed during the past tax reporting period should be listed. I would also contact any brokerage firms or banks which are sending monthly statements and speak with the account executive to get an update of the contents of my portfolio.
You should consider discussing your financial situation with your spouse and try to have her voluntarily reveal to you where your assets are being held. In the event of a divorce, she will have to reveal them to you in the Affidavit of Net Worth which is required under New York law unless expressly waived.