Private Wealth

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BofA Sued Over Alleged Conflicts In Washington Commanders Investment

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Bank of America, Merrill Lynch and other bank subsidiaries have been sued by a billionaire investor who alleges the bank had a conflict of interest when it represented him while making an...

Why 'Being The First Call' Is Key To Billion-Dollar AUM Success

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When two top RIA leaders tell me the same thing, I pay attention...

How Wealth Management Contributes To Longevity

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Tremendous resources are being deployed to increase healthspan. Anti-aging trends have gone mainstream. Many wealthy in their 50s and older seek ways to extend their lives...

Until Death Do Us Part—Or Not

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We hear a question from very successful individuals with solid growing businesses and marriage on their minds: "What about a prenup (prenuptial agreement)?” Our role is to walk them through...

The Preference For Family Offices

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For various reasons, the ultra-wealthy, where possible, choose single-family offices to coordinate and oversee critical aspects of their lives, especially their financial ones...

Benefitting From The Great Wealth Transfer

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The baby boomer generation comprises people born between 1946 and 1964. They amassed tremendous wealth as they were in the right place at the right time...

Tepper's $2 Billion Hedge Fund Payday Marred By NFL Meltdown

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David Tepper went all-in on two trades last year. One quietly helped make him about $2 billion. The other has gone south in a very public way...

Musk Leads World's Richest To $1.5 Trillion Wealth Gain In 2023

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It was a comeback year for the world’s wealthiest. The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1...

What's Bad For Harvard Is Good For America

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Regardless of your perspective, Harvard looks bad right now—and that’s good for America...

The 11 Big Trades Of 2023: From Market Busts To Career-Making Wins

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A big AI trade rescued the stock market. A niche bet on Bed Bath & Beyond sank amateur day traders. A buy-China call backfired on investing pros...

Brussels' Tech Controls On China Will Not Toe Washington's Line

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This month, the European Commission (EC) is due to present policy proposals for screening outbound investments and updating existing EU regulations on inbound investment screening and dual-use...

Why Most Accounting Firm Wealth Management Practices Are Not Successful

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Accounting firms are establishing wealth management practices to serve their clients better and have more revenues...

Best Practices To Double Your Revenues In 2024

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Most wealth managers can double their annual revenues by implementing specific industry best practices...

Navigating Regulatory Rapids: Strategic Governance Insights For Financial Firms In 2024

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Beth Haddock, renowned advisor and board member, shares crucial perspectives on regulatory changes, SEC proposals and the transformative role of governance in the financial landscape...

The Rise Of Independence In Private Banking

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Jeff Shipley is a founder, partner and consultant with Lumina Consulting, the team behind the successful launches of Private Wealth Asset Management and Fidelis Capital in 2021...

The Importance Of Financial Succession Planning

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Financial succession planning is all about transferring the equity in the family business to future generations...

Conducting Multi-Generational Family Meetings

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Wealthy families have tremendous potential to veer off course, resulting in diminishing the family fortune and severe intra-family conflicts...

The Key Concerns Of High-End Wealth Managers

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A study of high-end wealth managers, defined as earning $500,000 or more annually, found they are most concerned about business development...

How Super-Successful Entrepreneurs Turn Arguments Into Meaningful Discussions

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Super-successful entrepreneurs regularly have to take definitive stands and support them. At the same time, they need to get results...

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