Expert Views

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Virgin Galactic's Share Price Has Left The Stratosphere

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The stock has surged more than 400% since a low in December.

Why Single-Family Offices Rely On Elite Wealth Planners

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Single-family offices make exceptional clients for elite wealth planners for a number of reasons.

The Ultra-Wealthy Prefer Multi-Family Offices To Wealth Managers

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The ultra-wealthy are attracted to multi-family offices for their responsiveness and holistic approach.

How To Make Private Banking Much More Profitable

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Few private banking operations are achieving nearly the revenue levels possible.

Family Office 2020…Going Strong

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In 2020, all types of family offices will become much more prominent.

How Wealth Managers Cut Through The Clutter

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The ability to stand out from other wealth managers is increasingly a requirement for significant success.

How Financial And Legal Professionals Best Access Single-Family Offices

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One of the best ways to meet the decision-makers is being introduced by a provider currently doing business with them.

When Exploring Opportunity Zone Funds, Look At Tax Implications Of Business Structure

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It pays to perform a simple bit of due diligence up front to avoid headaches down the line.

The 2010s May Have Been The Best It Gets For The Rich

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2020 could be a year when the wealthy endure some setbacks, giving everyone else a chance to do some catching up.

No One Gets Rich By Shunning New Cars And Lattes

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Simply saying no to consumption is lazy and thoughtless.

3 Misconceptions About Wealth

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Use these lessons as a roadmap to help clients avoid common pitfalls while driving toward their highest goals.

Wealth Tax Isn’t The Answer To America’s Class Resentment

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Policy makers who want to avoid destructive class conflicts should focus on reducing the risks faced by the middle class.

How Jim Simons Built The Best Hedge Fund Ever

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The former code breaker and math professor figured out how to do one thing very well in markets.

Demystifying Family Office Choices For The Ultra-Wealthy Client

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With the number of ultra-wealthy families on the rise, so too are expectations and options for managing their wealth.

It's Hard For Harvard To Dump Epstein's Money, But It Should

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Let’s draw a bright line around sketchy donors.

Managing A Successful Family Business Transition

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Here are several best practices that may help clients improve their family governance.

The Top 10 Legal Mistakes Made By Early-Stage Companies

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A “field guide” for family office investors to help you avoid these common legal pitfalls.

More Questions About How Jeffrey Epstein Got Island-Owning Rich

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Federal disclosure documents offer only a peek into how the accused sex trafficker accumulated wealth.

That Giant Asteroid Of Gold Won't Make Us Richer

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Creating wealth goes way beyond bringing lots of precious metal to Earth.

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