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March/April 2015

  • The Gatekeepers

    Advisors who can give rich clients access to private equity hold a key to growth. more

    March/April 2015

  • An Investing Cornucopia

    A bevy of investing opportunities is arising out of the mad scramble to feed a growing world. more

    March/April 2015

  • The 100% Club

    An increasing number of rich clients are devoting all their assets to impact investing more

    March/April 2015

  • Extended Families

    An SEC decision involving the assets of movie star Meryl Streep expands the service domain of single-family offices. more

    March/April 2015

  • Buying Korea

    Michael Kim’s private equity firm has led a surge in corporate buyouts as foreign firms return to South Korea. more

    March/April 2015

  • Blood Feuds

    Parents need to ensure their estate planning heads off any possibility of an ugly clash between siblings. more

    March/April 2015

  • Stars Aligned

    Healthy investment returns and rising taxes mean the time is ripe for private placement life insurance. more

    March/April 2015

The Gatekeepers

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Advisors who can give rich clients access to private equity hold a key to growth.

An Investing Cornucopia

by

A bevy of investing opportunities is arising out of the mad scramble to feed a growing world.

The 100% Club

by

An increasing number of rich clients are devoting all their assets to impact investing

Extended Families

by

An SEC decision involving the assets of movie star Meryl Streep expands the service domain of single-family offices.

Buying Korea

by ,

Michael Kim’s private equity firm has led a surge in corporate buyouts as foreign firms return to South Korea.

Blood Feuds

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Parents need to ensure their estate planning heads off any possibility of an ugly clash between siblings.

Stars Aligned

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Healthy investment returns and rising taxes mean the time is ripe for private placement life insurance.

Hidden Liability

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Celebrity clients need to be protected from a unique array of liability risks.

A Dose Of Realism

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Abstract thinking is of no help when it comes to the hard financial realities of art collecting.

Third Place Is, You’re Fired

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When it comes to financial and legal services for the wealthy, one of the most critical success factors is, without question, the ability to cultivate new clients.

Editor's Note

Taking The High Road

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Among the more fascinating trends in the ultra-wealthy marketplace in recent years are the creative paths investors have blazed to break away from so-called “traditional” investing.

News

U.S. Economy Back In The Lead, Analysts Say

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The U.S. economy will strengthen, and inflation will remain low in 2015, keeping yields and returns of fixed-income investments relatively modest, according to Wilmington Trust.