November 2011

  • The Rockin' Renaissance Man

    He's best known for his serpentine tongue and devilish makeup, but Gene Simmons is a dead serious businessman. more

  • Own Or Lease? (Or Maybe Neither)

    The wealthy were expected to turn to shared ownership of jets, yachts and other high-end goods when the economy tanked. But they mostly resorted to no ownership, until recently. more

  • Old School, New Tricks

    In the face of public funding cuts, the University of Oxford hopes to get educated on U.S. fundraising techniques. more

  • A Wealthy Head Count

    The number of Asia-Pacific millionaires is surging, but North America and Europe still account for the bulk of the world's ultra-high-net-worth population. more

  • HSBC Tops In Family Office Assets

    Bessemer Trust Co., UBS AG and Wilmington Trust also score high in a ranking of the largest multifamily offices.  more

  • Dreaming Bigger

    Life-changing events for advisor Charlie Haines resulted in him transforming his business-and himself. more

  • A Growth Schematic

    Technological innovation allows advisors to spend less time in the 'back office' and more time with clients. more

The Rockin' Renaissance Man

by Thomas M. Kostigen

He's best known for his serpentine tongue and devilish makeup, but Gene Simmons is a dead serious businessman.

Own Or Lease? (Or Maybe Neither)

by Colleen O'Dea

The wealthy were expected to turn to shared ownership of jets, yachts and other high-end goods when the economy tanked. But they mostly resorted to no ownership, until recently.

Old School, New Tricks

by Oliver Staley

In the face of public funding cuts, the University of Oxford hopes to get educated on U.S. fundraising techniques.

A Wealthy Head Count

by David Friedman

The number of Asia-Pacific millionaires is surging, but North America and Europe still account for the bulk of the world's ultra-high-net-worth population.

HSBC Tops In Family Office Assets

by Anthony Effinger and Elizabeth Ody

Bessemer Trust Co., UBS AG and Wilmington Trust also score high in a ranking of the largest multifamily offices. 

Dreaming Bigger

by Mary Rowland

Life-changing events for advisor Charlie Haines resulted in him transforming his business-and himself.

A Growth Schematic

by Robert Fiore

Technological innovation allows advisors to spend less time in the 'back office' and more time with clients.

Dollars For Dollar Signs

by Scott Reyburn

An Andy Warhol "Dollar Sign" is among the artworks seized from a bankrupt Irish property baron that are being auctioned off this month by Christie's.

Apart From The Crowd

by Richard Teitelbaum

Ray Dalio has returned 25% this year on diversified bets even as markets convulsed.

Annuities In Estate Planning

by Mary Ann Mancini, John L. Olsen and Melvin A. Warshaw

Annuities are often shunned by estate planners, but there are circumstances in which they can be useful, even in the largest estates.

Social Entrepreneurship

by dennis t. jaffe and josh cohen

Young heirs can make their mark through solid investments that serve both society and their family legacies. 

The Advisor As Peacemaker

by Mollie Bunis

Family foundation operations can spawn family conflicts-and advisors often are the ones called upon to help resolve the disputes.

Connecting With The 'Gargantuan' Rich

by Russ Alan Prince

Cultivating The Super-Rich

Calvin Moments

by Russ Alan Prince

After The Facts

Editor's Note

Minding The Gap

by Hannah Shaw Grove

Editor's Note

News

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