by
Hannah Shaw Grove
Four professionals offer valuable insights on what the future holds for the charitably inclined and the advisors who help them.
by
Hannah Shaw Grove
Four issues have broad implications for the relationships between wealthy investors, their advisors and private investment issuers, says Hannah Shaw Grove, executive editor of Private Wealth magazine.
by Hannah Shaw Grove
The landscape of multifamily offices (MFOs) changed and grew so profoundly
over the past 10 years that we felt impelled to put criteria in place while
conducting our second major research study a...
by Hannah Shaw Grove
Advisors reveal how they use philanthropic services to help clients leave their mark on the world.
by Hannah Shaw Grove
Some firms now appoint special delegates to work directly with the children of their largest clients—people who can present themselves as young, cool and more in tune with the priorities of Gens X,...
by Hannah Shaw Grove & April J. Rudin
Family offices and wealth managers need to prepare for the coming wave of hedge fund advertisements.
by Hannah Shaw Grove
People don’t want drills … they want holes.
by Hannah Shaw Grove
Despite the fact that “success” is the dominant part of the word succession, planning for the future management or sale of a company is something wealth managers have not done very well for...
by Hannah Shaw Grove
Roy Ballentine of multifamily office Ballentine Partners has carried out a successful succession plan that was years in the making.
by Hannah Shaw Grove
As this issue goes to print, we’re still gathering responses to the Private Wealth reader survey...
