Nov/Dec 2013

  • Nov/Dec 2013

    The Legacy Factor

    Advisors reveal how they use philanthropic services to help clients leave their mark on the world.

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  • Nov/Dec 2013

    Digging Up Minefields

    Distressed-focused managers are outshining their hedge fund peers by finding value in places where others fear to tread.

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  • Nov/Dec 2013

    Investing With Head & Heart

    AssetMark’s Ron Cordes explains how he’s come to view impact investing as a union of money and meaning.

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  • Nov/Dec 2013

    Small World, Big Risks

    As the wealthy travel to remote corners of the globe, security experts fear they’re failing to take safety precautions.

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  • Nov/Dec 2013

    Clients Front And Center

    Wealth managers that adopt a client-centric philosophy reap long-term benefits for clients, shareholders and employees.

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  • Nov/Dec 2013

    Math Whiz Multiplies Assets

    Mary Callahan Erdoes has become a major player at JPMorgan as head of its $2.2 trillion asset management unit.

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  • Nov/Dec 2013

    A Year-End Checkup

    Now that federal estate planning taxes have stabilized, advisors need to solidify their clients’ wealth transfer plans.

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The Legacy Factor

by Hannah Shaw Grove

Advisors reveal how they use philanthropic services to help clients leave their mark on the world.

Digging Up Minefields

by Eric Uhlfelder

Distressed-focused managers are outshining their hedge fund peers by finding value in places where others fear to tread.

Investing With Head & Heart

by Thomas M. Kostigen

AssetMark’s Ron Cordes explains how he’s come to view impact investing as a union of money and meaning.

Small World, Big Risks

by Raymond Fazzi

As the wealthy travel to remote corners of the globe, security experts fear they’re failing to take safety precautions.

Clients Front And Center

by Robert C. Elliott

Wealth managers that adopt a client-centric philosophy reap long-term benefits for clients, shareholders and employees.

Math Whiz Multiplies Assets

by Dawn Kopecki/Bloomberg News

Mary Callahan Erdoes has become a major player at JPMorgan as head of its $2.2 trillion asset management unit.

A Year-End Checkup

by Nancy E. Dempze and Michael J. Puzo

Now that federal estate planning taxes have stabilized, advisors need to solidify their clients’ wealth transfer plans.

A Step Ahead

by Eric Reiner

M Financial has grown its ultra-affluent life insurance business since the 2008 crash by anticipating demand.

Avoiding Wealth’s Death Spiral

by Jim Duggan

Family wealth can erode as it gets passed on to each generation, but not if advisors take proper precautions.

Art’s Digital Horizon

by Scott Walchek

The day is coming when a collector’s art concierge will be the smartphone in his pocket.

Calling Captain Nemo

by Joe Perone

Hedge fund managers, entrepreneurs and other wealthy adventure seekers are adding submarines to their toy collections.

You’re Good, You’re Great (So What!)

by Russ Alan Prince

Let’s presume you want to do more business with wealthier private clients. To start building your high-caliber clientele, you will need access.

SFOs Put Squeeze On Hedge Fund Fees

by Russ Alan Prince

There are more single-family offices than ever before and on average they’re controlling larger pools of assets.

Estate Planners Grapple With Posthumous Births

by PW Staff

“Death is no longer a deterrent to having children,” Sharon Klein, managing director of family office services and wealth strategies at Wilmington Trust, quipped during a panel discussion in New...

Editor's Note

So Many Family Offices, So Little Time …

by Hannah Shaw Grove

The landscape of multifamily offices (MFOs) changed and grew so profoundly over the past 10 years that we felt impelled to put criteria in place while conducting our second major research study a...

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Inside the current issue

  • Building On Success

    by Russ Alan Prince

    Charles Garcia uses his construction industry know-how to help wealthy clients find the right real estate deals.

  • Charity In Disaster’s Wake

    by Thomas M. Kostigen

    Disaster relief groups say donations often dry up well before their work is done.

  • The Long And Short

    by Eric Uhlfelder

    Equity long/short hedge funds are not designed to be top performers, but they can deliver consistency with downside protection.

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On The move

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