Inside the Current Issue

• Passing The Torch

  Roy Ballentine of multifamily office Ballentine Partners has carried out a successful succession plan that was years in the making.

• Off To The Races

  Making money on thoroughbred horses is a long shot, but advisors can help clients manage the risks while maximizing the fun and (possible) gains.

• On Second Thought

  All the gifting that was rushed into place at the end of 2012 proved unnecessary. Now, many clients want their assets back.

• The Bigger Transfer

  Advisors need to capture the business of a baby boom generation that is expected to pass down $30 billion in assets over the next three decades.

• Long Rationality

  Barnegat Fund manager Bob Treue, who has been known to turn away investors if he feels he can’t do enough for them, isn’t your typical hedge fund manager.

• Finding The Success In Succession

  Despite the fact that “success” is the dominant part of the word succession, planning for the future management or sale of a company is something wealth managers have not done very well for themselves.

• Mayo Clinic Targets Ultra-Wealthy

  The Mayo Clinic, one of the nation’s most prominent hospitals, is starting to flex its muscle in the field of medical concierge services for the wealthy.