Specializations
- Business Development
- Entrepreneurs
- Family Office
- Interviews
- Negotiation
- Philanthropy
- Research
- Super-Rich
- Wealth Management
- Wealth Planning
- Wealthy
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 PrinceN.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. KostigenThe Clarity Project wants to support African diamond-mining communities with a business that brings wealthy buyers into the mines.
Turmoil's Upside
by Eric UhlfelderEvent-driven hedge funds ride the winds of change to deliver consistent performance with relatively low volatility.
Banking On Small Business
by Michael S. FischerBrendan 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 newsGlenview Capital Opportunity Fund excelled on the strength of its aggressive focus on health-care equities.
Family-Centric Portfolios
by Gregory CurtisFamily portfolios are too vital and diverse to be served by traditional asset allocation models.
Rolling In Green
by Steve ParrishU.S. farmers are immersed in new wealth, but they are underserved by estate planners and wealth managers.
Tax Relief Through Overfunding
by Gary A. BorowiecHigh-net-worth clients are in a position to reap extra benefits from the overfunding of life insurance policies.
Accessing ‘Golden’ Opportunities
by Russ Alan PrinceThe 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 GroveThese days, many accounting services are considered commodities...
Asset Protection For Business Owners
by Frank W. Seneco & Evan JehleAsset 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...
Editor's Note
Legacies For The Living
by Hannah Shaw GroveTrends 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. PeroneFidelity’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.