Private Wealth

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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...

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...

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...

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...

Richer Is Greener: Cleaner GDP As Nations Grow Helps To Cut Greenhouse Gas Emissions

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Poor countries often accept a dirtier environment as a trade-off for higher incomes. However, economic development eventually changes the cost/benefit calculus in favor of a cleaner...

Italian Cruise Billionaire Wins Ruling In Family Fortune Feud

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Shipping tycoon Manfredi Lefebvre d’Ovidio won a key ruling that may end a family feud hanging over his fortune for years...

Rudy Giuliani Files For Bankruptcy After Courtroom Loss

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Rudolph Giuliani, the former mayor of New York who led efforts to overturn the 2020 presidential election, has filed for bankruptcy, swamped by legal bills stemming from his discredited campaign to...

Hermes Billionaire’s Charity Fights Plan To Cut Inheritance

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Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to cancel his inheritance contract with his Isocrates Foundation, the...

Florida’s Wealth Boom Yields A Windfall For The State’s Charities

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Ken Griffin is no stranger to giving out big gifts in the big cities where he lives and does business...

Groundbreaking Family Office Module And Key Industry Trends

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Michael Magnan, the founder of AdvizorPro, brings over 15 years of experience in collaborating with marketing and sales teams in the financial services industry...

Does Advisor Coaching Work?

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Based on the three studies of 389 advisors, about 70% of those who used coaching services reported they made them more successful...

Minting Gold And The Benefits Of Wyoming

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Josh P. Phair is the founder and CEO of the Wyoming Reserve Opportunity Fund Corporation, a high-security precious metals-focused vault facility...

How Life Coaches Can Cultivate High-End Clients

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Life coaching is unquestionably an expanding industry. As such, it’s drawing in a lot of individuals and organizations, making it a very competitive business...

The Secret Perks Of Investing In Travel, From Hotel Upgrades To Cruise Credits

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Here’s a little-known fact: People who hold as little as a single share of certain travel companies are entitled to instant perks that far outvalue the price of their investment...

JPMorgan Is In A Fight Over Its Client’s Lost $50 Million Fortune

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By the time Peter Doelger signed the paperwork to have JPMorgan Chase & Co. handle his fortune, he had built a company spanning the U.S...

Billionaire Joe Lewis Keeps Trading Stocks Behind U.S. Insider-Trading Charges

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Joe Lewis, the British billionaire behind one of the world’s biggest investing fortunes, continues to buy and sell stocks at the center of U.S. insider-trading allegations against him...

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