Private Wealth

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Top 0.1% Saw Their Share Of U.S. Wealth Increase Even As Rest Of 10% Didn't

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Middle-age, Black households have lost the most, according to federal data.

How To Reconnect With That HNW Individual You Met Socially

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The key to developing social relationships is identifying at least one shared interest.

Saudi Aramco Will Seek To Manage Rapid Industry Change

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The company will focus on gas and petrochemicals, using these as hedges against declining oil consumption.

Jerry Seinfeld Net Worth Tops $1 Billion Thanks To Sitcom

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Seinfeld merchandise is among the most sought-after for any TV show.

Sun Belt Cities Adding Millionaires Faster Than NYC, Study Says

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More Americans are leaving expensive coastal cities for states with lower taxes.

Blackstone Billionaire Tony James' Family Office Spawns New Firm

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Madison River Capital is seeking about $400 million for its first fund.

Ultra-Wealthy Are Souring On Chicago's Most Elite Neighborhood

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The historic Gold Coast has lost some of its most illustrious residents.

Why Wealth Managers Fail To Move Upmarket

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A lack of time is highly correlated with difficulty sourcing wealthier clients.

Beijing Seeks To Reduce Iron Ore Price Volatility For Its Steelmakers Through Market Restructuring

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Beijing launched the China Minerals Resources Group (CMRG) in 2022 to strengthen its price control capacity.

Inheriting Tax Liabilities

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Adrianne Yamaki of Strategic Wealth Capital discusses how to help clients maximize what their heirs receive.

Cohen's Point72 Shuns New Cash With Assets At Record $32 Billion

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Point72 has decided to largely turn away new investors.

Private Credit Has Had Its 15 Minutes Of Fame

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Direct lending's boom years are behind us. Bankers and private equity titans are pleased.

Free Tuition Is No Panacea For Medical Schools

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A $1 billion donation will make Albert Einstein School of Medicine free, but more systemic changes are necessary.

Global Art Sales Dropped 4% Last Year, UBS Market Report Finds

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Inflation suggests the real value of the contraction is more severe.

Understanding The Philanthropic Affluent To Increase Planned Gifts

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Most wealthy individuals and families are committed to supporting charitable causes.

The Best Approach To Getting Accountant Referrals

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“Talking clients” is the most potent way for wealth managers to create a steady stream of high-quality accounting firm clients.

Technology Offers Companies Hope In Tackling Water Scarcity Risks

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New tools will improve companies' ability to monitor water stress in real time and allow stakeholders equal access to data.

The Evolution Of The Family Office And Preparing For The Future

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Stuart Katz of Lido Advisors discusses the steps families should take to protect, grow and preserve their legacies.

California Mints Millionaires Faster Than They Can Leave

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New IRS data show the state's share of U.S. taxpayers making $1 million or more rose from 2019 to 2021.

Adding Value To Get T&E Attorney Referrals

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By doing client discovery, a wealth manager can determine the best type of added value for any T&E attorney.

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