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Private Wealth

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Mutiny In The Bond Market As Billionaires Pick A Debt Fight

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These European tycoons once seduced high-yield investors. But the creditors have fallen out of love.

Crafting A Holistic Marketing Plan For RIAs

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Matt Seitz of JL Smith Holistic Wealth Management and C2P discusses strategies for engaging high-net-worth and ultra-high-net-worth clients.

Gifting, Income Levels Biggest Tax Concerns For Wealthy, Advisors Say

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These two areas are in the spotlight with the U.S. tax system on the precipice of possible big changes.

Your Brand Today: Hidden Talent Or Talented Expert

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Having a powerful brand can help you stand out from the crowd of wealth managers and other private wealth industry professionals.

Millionaires Outpriced By Billionaires Flock To Florida's Fort Lauderdale

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The merely rich are hunting for homes in the city after being bid out by the ultra-wealthy in Palm Beach and Miami.

‘Leveraging' The Opportunity In Distressed Investing

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George Schultze of Schultze Asset Management on identifying corporate arbitrage opportunities that can yield healthy returns for investors.

You Can Never Have Too Much Money, Happiness Researcher Finds

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New research from the Wharton School suggests happiness keeps increasing the richer you are.

Billionaires Take Sides As Turbulent Presidential Race Heats Up

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Some of the nation's richest individuals are pouring millions into the campaigns of both parties.

Sourcing And Compensating Single-Family Office Senior Management

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Compensating senior executives at family offices is among the most critical issues facing ultra-wealthy families.

Rich Americans Flex-Working On French Riviera Fuel Property Boom

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The region is known for its stunning beaches, fancy yachts and the Cannes Film Festival.

Minimize Tax, Maximize Growth: How International Tax Planning Can Help Your Business

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Yelena Papiryan of Duffy Kruspodin helps clients navigate the complexities of international taxation.

Meeting The Complex Needs Of Today's UHNW Clients

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Only wealth managers that operate globally and can think locally are able to meet the requirements of ultra-high-net-worth clients.

The ‘Secret Sauce' For Helping The Ultra-Wealthy

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Advisors need branding, new services and a secret sauce to deliver them, said experts at INSITE 2024.

IRS Tops $1 Billion In Back Taxes Collected From Millionaires

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A crackdown on millionaire tax delinquents starting last fall has begun to pay dividends, the agency announced.

NYC Penthouse Sells For $135 Million In Priciest Deal Since 2022

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The five-story apartment sits atop the historic Crown Building on Fifth Avenue.

Jersey City's Luxury Housing Boom Fuels Pitch For 'SoHo West'

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The people now willing to move to Jersey City are wealthier.

Leveraging Geopolitical Pivots For Investment Success

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Dr. James Thorne of Wellington-Altus discusses geopolitical pivots in the current global market landscape that investors should be monitoring.

2030: The Rise Of The Para-Advisor And The Fall Of The Wealth Manager

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For today's wealth managers who want to be in business and excel in the years to come, building strong professional relationships with clients is the answer.

Rich People Freeze Themselves, And Fortunes, For Future Revival

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Setting up trusts for people stored in a deep freeze after death is now a thing.

LeBron James Cements His Billionaire Status With Record Contract

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James agreed to a two-year, $104 million deal with the Los Angeles Lakers.

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