Specializations
- Business Development
- Entrepreneurs
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- Interviews
- Negotiation
- Philanthropy
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- Super-Rich
- Wealth Management
- Wealth Planning
- Wealthy
January 2010
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A Worldly Boutique
Eagle Global Advisors relies on multifamily offices and other intermediaries to deliver its international equity strategy to high-net-worth investors. more
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A Spreadsheet Tune-Up
Here's how a family office can get the most out of Excel and other office spreadsheets. more
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Reputation Management
Michelle Jordan helps her wealthy clients protect their public image-especially during times of scandal or adversity. more
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The Human Side Of Succession Planning
Family conflict is almost an inevitable part of family business succession planning. more
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Celebrity Mis-Fortunes
When celebrities pass away, chaos can ensue if they failed to create a carefully considered estate plan. more
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The Rich Warm Up To ETFs
Transparency, low cost and sophisticated strategies have helped ETFs attract the attention of high-net-worth investors. more
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A Door To U.S. Citizenship
A law that allows wealthy foreign nationals to invest their way to permanent U.S. residency has been extended. more
A Worldly Boutique
by Michael S. FischerEagle Global Advisors relies on multifamily offices and other intermediaries to deliver its international equity strategy to high-net-worth investors.
A Spreadsheet Tune-Up
by Hugh BagatelleHere's how a family office can get the most out of Excel and other office spreadsheets.
Reputation Management
by Jan AlexanderMichelle Jordan helps her wealthy clients protect their public image-especially during times of scandal or adversity.
The Human Side Of Succession Planning
by Charles D. Fox IVFamily conflict is almost an inevitable part of family business succession planning.
Celebrity Mis-Fortunes
by Richard J. Flynn and Daniel J. ScottWhen celebrities pass away, chaos can ensue if they failed to create a carefully considered estate plan.
The Rich Warm Up To ETFs
by Gregory BresigerTransparency, low cost and sophisticated strategies have helped ETFs attract the attention of high-net-worth investors.
A Door To U.S. Citizenship
by H. Ronald KlaskoA law that allows wealthy foreign nationals to invest their way to permanent U.S. residency has been extended.
Coming Clean On Offshore Accounts
by Seth J. Entin and Barbara T. KaplanNow that the deadline has passed on an IRS partial amnesty program, offshore account holders still have options for making disclosures.
Picking Up The Pieces
by Andrea S. Kramer and Thomas P. WardVictims of Ponzi schemes and other types of fraud can, with proper use of tax law, recover some of their losses.
Investments Down Under
by Eric UhlfelderAustralian stocks have delivered the most consistent returns of any developed market over both the short and long term.
Risk Redux
by Kristin M. FoxChief risk officers have become the hedge fund industry's answer to a new era of risk aversion.
Staring At Opportunity
by Raymond FazziMFOs have a chance to shine bright during these troubled times, according to an industry roundtable.
Editor's Note
The New Dichotomy
by Hannah Shaw GroveThe super-rich have long been known for their privacy and discretion, guarding the details of their personal lives with ferocity and skillfully avoiding the overtures of unknown parties...
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