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Private Wealth

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Understanding Buy-Sell Agreements

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A buy-sell agreement is often a sound planning strategy for a privately held business with multiple owners.

Wealthy Baby Boomers Will Make Heirs Wait, Schwab Survey Says

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Baby boomers are far and away the stingiest generation by at least one measure: desire to pass on their riches during their lifetimes...

Opportunities In The Wealth Management Sector For 2025

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John M. Dowd of Fiduciary Trust International discusses opportunities in the wealth management sector for 2025.

Rare, Pristine Stradivarius Violin Could Break All-Time Auction Record

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The Joachim-Ma Stradivarius, to be auctioned at Sotheby's, could fetch up to $18 million.

Building A Powerful Brand By Becoming A Thought Leader

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Becoming a thought leader is a commanding way to supercharge a powerful brand.

Larry Fink Is Making A New Generation Of Billionaires Richer Than Him

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BlackRock's HPS purchase will make three founders billionaires.

The Power Of Holistic Wealth Management For High-Net-Worth Individuals

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Bryan Bibbo of JL Smith Holistic Wealth Management discusses why a holistic approach is crucial for managing wealth for high-net-worth individuals.

Buffett Gives $1.14 Billion In Berkshire Shares To Charities

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Buffett is donating Berkshire Hathaway shares to four family foundations as part of a charitable pledge.

Billionaire Salinas' Stock Is Trapped In Bizarre Trading Halt

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The bulk of Ricardo Salinas Pliego's $10.5 billion wealth is tied up in a company poised to plunge in value.

Quant Hedge Fund AQR Is Cutting Income Tax Bills For Wealthy Clients

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With its new tax-optimization product, the firm wants to go beyond offsetting capital gains.

This $25 Million Flatiron Penthouse Features A Gold Dome

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The apartment is spread over the top two floors of the beaux arts Sohmer Piano building.

New York's $1.5 Billion Art Auction Week Could Favor The Brave

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The big auction houses will try to sell roughly $1.5 billion of art in just one week.

Druckenmiller Leads Family Offices Boosting U.S. Bank Stock Bets

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Investors have wagered the industry is set to be a key beneficiary of Trump's promise to lower taxes and cut regulations.

Moving Upmarket By Incorporating Charitable Planning

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With a solid understanding of the technical aspects of charitable planning, wealth managers can dramatically move upmarket.

MacKenzie Scott Renews Giving After Unloading $8 Billion Of Stock

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Scott is famous for her large grants to small nonprofits with little of the red tape that's typical of big philanthropy.

Family Offices Flock To $140 Billion Market For Secondary Sales

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Family office allocations to secondaries, where backers of closely held companies sell stakes to others, have surged.

Winning AUM From Wealthy Physicians

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Converting wealthy physicians into clients entails showing them how to optimize their financial lives.

Life Insurance As A Tax-Advantaged Retirement Savings Alternative

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Advisors say life insurance retirement plans are too often overlooked for wealthy clients.

Capitalizing On Dividend Stocks: Opportunities In A Declining Interest Rate Environment

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Dividend stocks do well in a falling rate environment due to their ability to provide higher yields relative to other comparable income investments.

Why Most Financial Advisors Are Missing The Boat On Real Estate Planning

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The financial planning industry is on the brink of a major shift, and real estate planning is emerging as a powerful tool for advisors to navigate this disruption.

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