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Private Wealth

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Treating Wealth As The New Family Business

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Without careful planning and ongoing attention, family wealth can dissipate quickly.

How Clients Can Handle Big Tax Debt

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The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Why Few Accounting Firms' Wealth Management Practices Are Successful

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These firms find it difficult to effectively introduce wealth management to clients.

Successful Entrepreneurs Building Family Dynasties

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A family dynasty is when the wealth in the form of buying power coupled with core family values continues for at least five generations...

Ken Griffin Wants To Stop 'Toxic Waste' Casinos In South Florida

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The Citadel founder opposes a bill allowing gambling venues in his Florida backyard.

Sotheby's Wins Suit By Russian Billionaire Over Art Fraud

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The trial opened a rare window into the mysterious world of high-end art purchases.

Demand-Side Uncertainty Offsets The Risk To Oil Trade Of Middle East Instability

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Financial markets have priced in an assumption that the threat of broader conflict in the Middle East is low.

How Wealth Managers Can Optimize Tax Management All Year Long

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Michael Pass of Maxit discusses some of the biggest pain points for wealth managers when it comes to tax season.

Half Of Accounting Firm Wealth Management Practices Are Unsuccessful

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Many accounting firms' wealth management practices are not achieving the expectations and goals of the accountants.

Chicago's Wealthy Raise $66 Million For Fight Against Crime

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The donors include the Crown and Pritzker family foundations.

Ex-Citi Bankers Target Family Offices Across Americas From Miami

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Their plan is to help single-family offices from Latin America build real estate investment companies.

How To Capitalize On The Great Wealth Transfer

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Millennials are on track to become the wealthiest generation in history.

Why RIAs Are Dissatisfied When They Sell

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The level of total financial payout is the most critical factor determining satisfaction.

Post-Sale Business Owners Are Preferred Wealth Management Clients

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According to a survey of wealth managers, the preferred clients are business owners who sold their companies.

Russia's Oil Revenues Now Come At The Price Of High-Risk Exposures And Dependencies

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Oil exports are crucial to the Russian economy.

Single-Family Converting To Multi-Family Offices

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For various reasons, many single-family offices have or are opening or considering opening their doors to ultra-wealthy non-family individuals and families...

Converting Prospects To Clients

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Two factors are essential to generate organic growth successfully. One is connecting with high-quality prospects...

Finding The Right Wealth Manager

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It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with them...

The Difficulty Of Moving Upmarket

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Upmarket is where clients are wealthier than most of the clients a wealth manager currently works with.These clients are more profitable on a per-client basis...

Chile Deal Seeks To Fast-Track Lithium Production

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Chile's state copper producer Codelco and the country's leading private lithium producer, New York-listed Sociedad Quimica y Minera de Chile (SQM), are thrashing out the details of a...

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