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Private Wealth

  • Tech Millionaires Chase Billionaire Tax Shields With ‘Swap Fund'

    By Eliyahu Kamisher

    A new startup is offering a tax avoidance tool favored by the super-rich to moderately wealthy techies.

  • Coral Gables, Florida Tops Beverly Hills As Ritziest Home Market In U.S.

    By Alex Tanzi

    Floridians with homes in ritzy neighborhoods are seeing big real estate wealth gains.

  • The M&A Market Opportunity With Privately Held Businesses

    By Russ Alan Prince

    Tom Zucker of EdgePoint Capital Advisors describes the biggest mistakes that business owners make when selling their company.

  • Shifting The Family Office For A Different Generation

    By Tarah Williams

    Advisors will need to provide a broader range of offerings that require a greater degree of expertise than in the past.

  • The Emergence Of Chief Impact Officers And Navigating Social Responsibility

    By Russ Alan Prince

    Beata Kirr of The Copia Group is responsible for delivering a distinctive impact investing platform.

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