Private Wealth

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Billionaire Branson Won’t Put More Money In Virgin Galactic

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Richard Branson doesn’t plan further investments in Virgin Galactic Holdings Inc., the unprofitable space tourism venture he founded, the Financial Times reported...

New Raleigh Condo Tower In Miami Beach Will Have A $150 Million Penthouse

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A roughly 13,000-square-foot, full-floor penthouse and roof at the Rosewood Residences, a 17-story condo tower designed by Peter Marino in Miami’s South Beach, could soon be the most expensive in...

Mark Cuban’s Mavericks Sale Would Boost His Net Worth By $700 Million

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Mark Cuban has a knack for selling at the top.  Take the radio-streaming website he founded, Broadcast.com. It sold to Yahoo! Inc. for billions less than a year before the dot-com bubble...

These Are The Wealthiest Sports Team Owners In The U.S.

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Ultra-wealthy billionaires are increasingly adding sports teams to their collection of shiny assets.

Bugatti, Ferrari, Mercedes Are The Most Expensive Classic Cars Of 2023

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In a year defined by cooling values and economic uncertainty, collectors remained resolute in their willingness to pay top dollar for the rarest cars in the world.  On Nov...

Tripling Renewable Power Capacity By 2030 To Meet Climate Goals Is Unfeasible

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Ahead of the COP28 climate summit that has just opened in Dubai, the International Energy Agency (IEA) and the COP28 presidency called for a tripling of renewable energy capacity by 2030 to keep...

Billionaire Heirs Have A How-To-Spend-It Problem

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If heirs don't know how to make money, are they good stewards of family riches?

How Advisors Sourced Their Best Five Clients

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When discussing their best clients, advisors usually talk about their most profitable and largest clients...

From Single-Family Office To Multi-Family Office

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For various reasons, a growing number of single-family offices are considering providing selected investment capabilities and opportunities to ultra-wealthy non-family individuals and families...

Your Clients May Not Know About This Capital Gains Tax Break

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Section 1202 of the Internal Revenue Code has long allowed taxpayers to exclude the sale of certain qualified small-business stock from federal capital gains taxes, creating a tremendous lure for...

LPL Launches Business Model For Advisors With Wealthy Clients

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LPL Financial has created a new affiliation model for advisors who want to serve high-net-worth clients, the broker-dealer announced Wednesday...

Advisors Are Key To Clients Benefiting From New IRS Rules, Attorney Says

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The recently announced IRS inflation adjustments for 2024 taxes are all positive for investors and taxpayers, but financial advisors need to make sure their clients are taking advantage of the...

Foundations Should Give More In Bull Markets, Pull Back Amid Turbulence

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Private foundations should be distributing more money during bull markets and retrenching when things are more volatile (like now)...

Fires And Wars Spur Donors To Generosity, Schwab Charitable Says

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Schwab Charitable is well on its way to exceeding past giving records this year, a feat that is being accomplished in part by the response to the crises occurring around the globe, according to...

The Secret Entrepreneurs Use To Retain Top Talent

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Peter Kaplan is a senior vice president at Integrated Partners who works closely with business owners to help them find solutions and grow their businesses...

Impactful Financial Planning Considerations For Mid-Career, High-Net-Worth Earners

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Avi Deutsch is a managing director at Robertson Stephens, where he advises on portfolio management, financial planning and social impact investing...

U.S. Money-Market Fund Assets Climb To Record $5.73 Trillion

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Money-market fund assets rose to an all-time high for the second-straight week as interest rates north of 5% and volatility in fixed-income markets drove investors to havens.  About $21...

How Culture-Led Marketing Strategies Can Amplify Your Brand

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Meghan McCartan is the chief marketing officer for Hightower Advisors, overseeing advisor-facing marketing, thought leadership and events, and corporate/M&A initiatives...

Foundations Should Give More In Bull Markets, Pull Back Amid Turbulence

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Private foundations should be distributing more money during bull markets and retrenching when things are more volatile (like now)...

Empowering Retail Investors To Seize The Opportunity In Alternatives

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Cliff Corso is the president and CIO of Advisors Asset Management (AAM)...

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