Expert Views Articles

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Harvard University Deserves Ballmer's Millions

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Former Microsoft CEO Steve Ballmer's gift to Harvard to expand its computer science program has prompted unfair grousing about the money's wastefulness.

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Ebola Update: Cautious Optimism

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The founder of a global concierge telemedicine practice assesses the news on the deadly Ebola virus.

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Asset Allocation WIth Illiquid Investments

by Bill Spitz

Combining real estate and private equity in a portfolio in the correct proportion should both enhance returns and dampen volatility versus more traditional asset allocations.

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Growing A Practice The Multifamily Office Way

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Advisors of all stripes can take lessons from the multifamily office model and use them to increase profitability.

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Billionaire Hedge Fund Manager Sues To Form His Own Fund

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A founder of one the world's largest hedge funds is suing his former firm claiming his contract is unenforceable.

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Guarding Privacy In A Technology-Driven World

by Claudia B. Sangster

For families of significant wealth, the advent of social media has added a layer of complexity to managing risk.

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The Estate Planning Multi-Tool

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The range of uses for family limited liability companies and partnerships has expanded in recent years.

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A Bazillionaire's Guide To Stress Relief

by Michael Lewis/Bloomberg News

Anxiety on Wall Street is at an all-time high, but there are many more ways to cope than meditation or suicide.

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Avoiding The Tax Sting Of Obamacare

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The new Medicare tax passed as part of Obamacare could pose a significant tax burden to affluent individuals already straining under other tax increases enacted last year.

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How Pre-Death Probate Can Protect An Estate Plan

by Glenn R. Kazlow, Christopher P. Massaro and Michael R. Yellin

The time has come for all states to adopt pre-death probate laws that provide an alternative to traditional “after-death” probate.

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