September 2012

  • For People And Planet

    Billionaire Richard Branson sees business as a positive force for change in efforts ranging from the development of clean fuels to wildlife conservation. more

  • Rise Of The MFO Boutique

    The fastest-growing multifamily offices are mostly small operators that are successfully competing with big banks. more

  • In-Laws As Outlaws

    Wealthy parents can go to great lengths to cut their children's spouses out of the will-even if it means disrupting the marriage. more

  • Compounded Social Returns

    Endeavor Catalyst is a new philanthropic fund for those who want to back the world's best emerging market entrepreneurs.  more

  • Romney's IRA

    Many lessons can be learned from how the former Bain Capital CEO built his huge retirement nest egg. more

  • The Art Of Angel Investing

    Wealthy investors are growing more interested in companies that not only take their money, but also their knowledge and expertise. more

  • Staying The Course

    Advisors who take a team approach are better able to keep clients on the right financial path. more

For People And Planet

by Thomas M. Kostigen

Billionaire Richard Branson sees business as a positive force for change in efforts ranging from the development of clean fuels to wildlife conservation.

Rise Of The MFO Boutique

by Anthony Effinger

The fastest-growing multifamily offices are mostly small operators that are successfully competing with big banks.

In-Laws As Outlaws

by Caren Chesler

Wealthy parents can go to great lengths to cut their children's spouses out of the will-even if it means disrupting the marriage.

Compounded Social Returns

by

Endeavor Catalyst is a new philanthropic fund for those who want to back the world's best emerging market entrepreneurs. 

Romney's IRA

by Donald Jay Korn

Many lessons can be learned from how the former Bain Capital CEO built his huge retirement nest egg.

The Art Of Angel Investing

by Miguel Forbes

Wealthy investors are growing more interested in companies that not only take their money, but also their knowledge and expertise.

Staying The Course

by Christine Fletcher and Darlene Dahl

Advisors who take a team approach are better able to keep clients on the right financial path.

Philanthropic Security

by Mollie Bunis and Meg Lassar

By carefully assessing the financial and organizational soundness of nonprofits, advisors can make sure client donations are well spent.

Fine Wine Goes Online

by Marie Mawad and Andrew Roberts

Vente-Privee.com, an online discounter of high-end luxury items, has recently added wine to its Internet offerings.

Absorbing Body Blows

by

Health-care reform jabs at affluent clients and business owners from multiple angles.

Helping Collectors Plan For Disaster

by Michael S. Fischer

Summer is the prime time for natural catastrophes in the U.S. In 2012, big forest fires in Colorado and on the West Coast made headlines in advance of the Atlantic hurricane season...

Gaining An Edge Through Professional Networks

by Russ Alan Prince

Cultivating The Super-Rich

The 'Floating Spouse'

by Russ Alan Prince

It's always amazing when professionals working with the wealthy fail to get hired or are fired because they are too erudite. It's not that being smart is the problem...

Editor's Note

Building A Modern MFO

by Hannah Shaw Grove