by Hannah Shaw Grove
Rick flynn has launched a new multifamily office that focuses on serving the wealthy and the famous.
by Eric Uhlfelder
Hedge fund managers who use fixed-income
arbitrage strategies specialize
in weighing and minimizing risk.
by Thomas M. Kostigen
Ronald Lauder and Richard Parsons
have created an impact fund
to uplift African businesses—
starting at the grassroots.
by Andrew Keyt and Jennifer Muntz
For family businesses to survive across generations, they need to view the family
as one of their greatest assets.
by Pierre Paulden, David Carey and Sabrina Willmer/Bloomberg News
Blackstone’s David Blitzer finds investment opportunities that fall outside
the radar of the firm’s other businesses.
by Judith Saxe
Trusts can sometimes accumulate and gather dust like family heirlooms,
leaving advisors with the task of keeping them up to date.
by Karen DeMasters
One of the greatest challenges faced by advisors is to preserve
family wealth for multiple generations.
by David Spencer
Here’s how advisors can help wealthy clients who are paying too
much for too little insurance coverage.
by Bloomberg News
Ex-Hedge Fund Manager Gets 4 Years In Prison
Former Millennium Global Investments portfolio manager Michael Balboa was sentenced to four years in prison for defrauding investors by inflating the...
by Russ Alan Prince & Douglas D. Gollan
Connoisseurs are passionate about their
collections—feelings that can sometimes rival the ardent attachments people have for loved ones.
by Russ Alan Prince & Hannah Shaw Grove
Senior executives hired by the exceptionally affluent to run their family offices are principally compensated in one of two ways: as employees or participants.
by Frank W. Seneco, R. Wesley Sierk III & Evan Jehle
Many high-net-worth business owners can significantly benefit by creating and managing a captive insurer...
by Russ Alan Prince
Most professionals—wealth managers, attorneys, accountants, bankers, insurance agents—get all excited over “possibilities,” particularly when it comes to prospective clients...
