by
Karen DeMasters
KWM Sports & Entertainment will represent professional athletes, coaches and entertainers.
by
Bloomberg News
For firms like Citi Private Bank, teaching future inheritors how to invest in art is one tool to help retain the heirs when the family wealth is passed on to them.
by
Michael S. Fischer
The Supreme Court has ruled same-sex couples have a right to marriage and the same financial benefits as opposite-sex couples, but they still face unique issues that advisors need to be aware of.
by
Reuters
“Ballers” highlights the challenges of advising athletes, who are young and live contract-to-contract.
by
Bloomberg News
The rivals are expanding their private banking services, vying to show they are first or best.
by PW Staff
The networking organization for the ultra-wealthy now has a presence in 19 metropolitan areas.
by
Reuters
No longer is schmoozing over long lunches and fine wines enough; Swiss private bankers are turning to video games and virtual reality to attract a new generation of skeptical clients and see off...
by
Bloomberg News
KKR and its private equity competitors, including Blackstone Group LP and Carlyle Group LP, are increasingly courting family offices, which manage an estimated $4 trillion.
by
Bloomberg News
John Thaler, founder of JAT Capital, is returning client money to turn his $1.7 billion hedge fund firm into a family office.
by
Russ Alan Prince
A good advisor team can lessen the sting of marital separation for the
entire family, says this panel of experts.
by
Bloomberg News
Education is still important for higher income, but uncontrollable factors such as inheritances and health are playing larger roles.
by
Bloomberg News
A Hong Kong-based managing director of Citadel has quit his employer of almost nine years to help run a family office for Alibaba Group Holding Ltd...
by
Bloomberg News
As the number of billionaires has surged worldwide in recent years, demand for people who can provide niche skills -- and discretion -- has jumped.
by
Reuters
Two members of UBS AG's Wealth Management Americas' executive committee have stepped down, while Robert McCann, the Swiss bank's most senior executive in the United States, is among six officials...
by
Bloomberg News
Law schools keep getting less attractive to young professionals, with schools receiving 6...
by
Margaret Collins
An SEC decision involving the assets of movie star Meryl Streep expands the service domain of single-family offices.
by
Bloomberg News
The voices of alumni help us understand the mechanics of how MBA programs mint the corporate world's future leaders.
by
Reuters
Following the high-profile move of a top team of Bank of America Merrill Lynch brokers to rival Morgan Stanley last month, Merrill Lynch bounced back by hiring a $1 billion, nine-broker team away...
by
Bloomberg News
The case means that private investment firms in the U.S. that manage the wealth of a single family are winning the right to service in-laws and their relatives.
