March/April 2014

  • Delicate Matters

    N.Y. Yankee Alex Rodriguez is among the wealthy, high-profile clients who have called upon Guidepost Solutions’ Andrew O’Connell to handle sensitive personal security issues. more

    March/April 2014
  • Bloodless Diamonds

    The Clarity Project wants to support African diamond-mining communities with a business that brings wealthy buyers into the mines. more

    March/April 2014
  • Turmoil's Upside

    Event-driven hedge funds ride the winds of change to deliver consistent performance with relatively low volatility. more

    March/April 2014
  • Banking On Small Business

    Brendan Ross’s Direct Lending Income hedge fund focuses on filling neighborhood businesses’ unmet need for credit. more

    March/April 2014
  • Top Hedge Fund Wins Obamacare Bet

    Glenview Capital Opportunity Fund excelled on the strength of its aggressive focus on health-care equities. more

    March/April 2014
  • Family-Centric Portfolios

    Family portfolios are too vital and diverse to be served by traditional asset allocation models. more

    March/April 2014
  • Rolling In Green

    U.S. farmers are immersed in new wealth, but they are underserved by estate planners and wealth managers. more

    March/April 2014

Delicate Matters

by Russ Alan Prince

N.Y. Yankee Alex Rodriguez is among the wealthy, high-profile clients who have called upon Guidepost Solutions’ Andrew O’Connell to handle sensitive personal security issues.

Bloodless Diamonds

by Thomas M. Kostigen

The Clarity Project wants to support African diamond-mining communities with a business that brings wealthy buyers into the mines.

Turmoil's Upside

by Eric Uhlfelder

Event-driven hedge funds ride the winds of change to deliver consistent performance with relatively low volatility.

Banking On Small Business

by Michael S. Fischer

Brendan Ross’s Direct Lending Income hedge fund focuses on filling neighborhood businesses’ unmet need for credit.

Top Hedge Fund Wins Obamacare Bet

by katherine burton, anthony effinger and kelly bit/bloomberg news

Glenview Capital Opportunity Fund excelled on the strength of its aggressive focus on health-care equities.

Family-Centric Portfolios

by Gregory Curtis

Family portfolios are too vital and diverse to be served by traditional asset allocation models.

Rolling In Green

by Steve Parrish

U.S. farmers are immersed in new wealth, but they are underserved by estate planners and wealth managers.

Tax Relief Through Overfunding

by Gary A. Borowiec

High-net-worth clients are in a position to reap extra benefits from the overfunding of life insurance policies.

Accessing ‘Golden’ Opportunities

by Russ Alan Prince

The super-rich represent the pot of gold at the end of the rainbow for many professionals. Single-family offices, for instance, control more investable assets than the entire hedge fund industry...

Accounting In The Family Office

by Russ Alan Prince & Hannah Shaw Grove

These days, many accounting services are considered commodities...

Asset Protection For Business Owners

by Frank W. Seneco & Evan Jehle

Asset protection is its own form of legal planning—one that incorporates the other types of legal planning, as well as fields such as risk management...

Networking = Net Worth

by Russ Alan Prince

“It’s not what you know, but whoM you know.”

Editor's Note

Legacies For The Living

by Hannah Shaw Grove

Trends and buzzwords are abundant in this business and one topic that’s getting a lot of traction these days is the idea of using wealth to leave a mark on the world. In other words: legacy.

News

Fidelity Private Wealth Shutdown Puzzles Analysts

by Joseph R. Perone

Fidelity’s decision to consolidate its Private Wealth Management unit into two other divisions is a curious move at a time when competitors are touting their stand-alone operations.