Expert Views

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The New Oil

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Rare earth metals are a sought-after ingredient for many emerging technologies, and a sleeping giant in the investing realm.

Private Property - Keep Out!

by Jim Carolan and Amber Melville-Brown

Defending your privacy, reputation and the circle of domestic peace.

Holiday Hosts Need To Be Wary Of Liability

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Here are five steps wealthy clients can take to reduce their liability risks when hosting holiday events.

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.

Ebola Update: Cautious Optimism

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

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.

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.

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.

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.

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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Portfolio Manager Insights

Expert Views

  • The New Oil

    Rare earth metals are a sought-after ingredient for many emerging technologies, and a sleeping giant in the investing realm.

  • Private Property - Keep Out!

    Defending your privacy, reputation and the circle of domestic peace.

More Views