Private Wealth

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Pathstone Buys $2B Texas RIA Brainard Capital

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Englewood, N.J.-based Pathstone announced today that it has acquired Austin, Texas-based registered investment advisor Brainard Capital...

Why Clients Give To Charity (How It Can Lead To Business)

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Are Americans generous? Yes!  Here’s a surprising figure: According to Define Financial, Americans give seven times more to charity than Europeans...

Taxing Wealthy Dynasties Seen Backfiring In States Like New York

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Billionaires are more motivated to move out of places with estate taxes as they get older, a new study says.

Treat A Family Office Like A Business

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If you have a family office, you want to do more than simply get better investment returns.

Estate Planning Strategies For Gen Z Beneficiaries

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Estate plans are frequently designed to create a legacy that extends beyond a single generation...

IRS Warns Of Tax Scams That Target Wealthy

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Some of the schemes involve charitable remainder annuity trusts.

Going All-In On America First

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Omeed Malik is at the forefront of championing the Patriotic economy as the chairman and CEO of Colombier Acquisition Corp. (NYSE: CLBR), a special-purpose acquisition company...

Pictet Asset Management U.S. Expansion: A Sustainable Vision

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Elizabeth Dillon has more than 20 years of experience at Pictet Asset Management, a pioneer in the independent wealth and asset management industry, and a heritage spanning more than 200 years...

Igniting A Compassionate Movement Against Animal Abuse

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Nina Jackel is a journalist and activist known for effecting change for animals worldwide through her non-profit media organization, Lady Freethinker (LFT)...

Ultra-Wealthy Entrepreneurs Play The Long Game For Astounding Success

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Many factors go into creating a great company and building significant personal wealth. One determining factor is the need to “play the long game...

Miami’s Luxury Rent Surge Means Your Money Goes Half As Far

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Renting luxury space in Miami, Dubai and Singapore has gotten a lot more expensive in the past three years...

Billionaire Steve Cohen Has A Plan To Become The King Of Queens

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Steve Cohen likes to boast that he’ll spend whatever it takes to win. He did it over three decades building his $27...

Socialist Wave Sends Money Flying Out Of Latin America

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At the four-star Hotel Estelar la Fontana in Bogotá, a hundred wealthy Colombians are learning how to send their money to the U.S.—and fast...

Hamptons Luxury-Home Prices Soar To Records Even As Sales Slow

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Luxury-home prices in New York’s Hamptons soared to record highs in the first quarter.Sales in the top 10% of the market were completed at a median of $8...

Freddie Mercury’s Worldly Possessions Will Be Sold At Auction

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This September, Sotheby’s London will host an expansive sale from the late pop superstar Freddie Mercury, with an estimated 1,500 items to be sold over the course of six auctions...

Building A Multi-Million-Dollar Business Empire With Your Spouse

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Dave Liniger is the co-founder and chairman of RE/MAX, the Denver-based global real estate company franchise that he co-founded with his wife Gail in 1973...

Divining The Investible Truth Through Unparalleled Insights And Data

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Todd Willits is the CEO of EPFR, an international financial data company dedicated to tracking asset flow and allocation data for investment vehicles worldwide...

BetaNXT: The Future Of Connected Wealth And Their Recent Acquisition Of Mediant

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Stephen C. Daffron serves as the chairman and chief executive officer of BetaNXT, a Motive Partners portfolio company, where he is also a member of the board of directors...

Delivering Context On Bitcoin Cyclicality

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Todd Groth is head of index research at CoinDesk Indices. He has over 10 years of experience involving systematic multi-asset risk premia and alternative investment strategies...

How To Supersize Your FDIC Insurance

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Services that spread money between networks of insured banks to get above the $250,000 limit are getting new attention.

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