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Summer 2016

  • A Perfect Union

    Clients may have been the real winners when Atlantic Trust Private Wealth Management was acquired by CIBC. more

    Summer 2016

  • Death And Taxes For Wealthy Foreigners

    Rich immigrants are streaming into the U.S. and they’re bringing lots of assets and estate planning needs with them. more

    Summer 2016

  • Filling The Climate Gap

    The Rockefeller Foundation is trying to help fill a $2.5 trillion gap in the drive for a healthier world. more

    Summer 2016

  • SFOs Ante Up On Private Equity

    Wealthy families like the sector’s performance, and they often have expertise to offer for the businesses they invest in. more

    Summer 2016

  • An Investment To Flip Over

    U.S. rare coins provide investors with more than just a chance to own something that once sat in George Washington’s pocket. more

    Summer 2016

  • When Is An Inheritance Too Big?

    Rich clients are increasingly pondering this question as they try to create wills that will enhance rather than ruin their children’s lives. more

    Summer 2016

  • The Virtual Estate

    Fiduciaries who need access to a deceased client’s digital assets continue to run into a web of obstacles. more

    Summer 2016

A Perfect Union

by

Clients may have been the real winners when Atlantic Trust Private Wealth Management was acquired by CIBC.

Death And Taxes For Wealthy Foreigners

by

Rich immigrants are streaming into the U.S. and they’re bringing lots of assets and estate planning needs with them.

Filling The Climate Gap

by

The Rockefeller Foundation is trying to help fill a $2.5 trillion gap in the drive for a healthier world.

SFOs Ante Up On Private Equity

by

Wealthy families like the sector’s performance, and they often have expertise to offer for the businesses they invest in.

An Investment To Flip Over

by

U.S. rare coins provide investors with more than just a chance to own something that once sat in George Washington’s pocket.

When Is An Inheritance Too Big?

by

Rich clients are increasingly pondering this question as they try to create wills that will enhance rather than ruin their children’s lives.

The Virtual Estate

by

Fiduciaries who need access to a deceased client’s digital assets continue to run into a web of obstacles.

‘Storm’ Hits Life Insurers

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Low interest rates, squeezed profits and longer life spans have created a “perfect storm” for life insurance firms and their policyholders.

Time And Tide: The Legacy Dream

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In this inaugural column of an ongoing series, we will address the myriad factors that play into successfully maintaining wealth across generations.

Counting The Super-Rich

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No one has been able to accurately size the market, but if you’re an advisor or even a senior manager in a larger financial institution, it really doesn’t matter.

The South Dakota Story

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The casual observer has probably encountered a South Dakota story without even knowing it...

Editor's Note

This ‘Uncertainty’ Is Not A Cliché

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As we all know, investors hate uncertainty, but it’s hard for the topic not to sound trite.

News

More Tortoise Than Hare In U.S. Wealthy

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The wealthy are a diverse group of people who nevertheless have a lot in common, according to the survey of 684 people with at least $3 million in investable assets.