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November 2011
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The Rockin' Renaissance Man
He's best known for his serpentine tongue and devilish makeup, but Gene Simmons is a dead serious businessman. more
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Own Or Lease? (Or Maybe Neither)
The wealthy were expected to turn to shared ownership of jets, yachts and other high-end goods when the economy tanked. But they mostly resorted to no ownership, until recently. more
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Old School, New Tricks
In the face of public funding cuts, the University of Oxford hopes to get educated on U.S. fundraising techniques. more
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A Wealthy Head Count
The number of Asia-Pacific millionaires is surging, but North America and Europe still account for the bulk of the world's ultra-high-net-worth population. more
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HSBC Tops In Family Office Assets
Bessemer Trust Co., UBS AG and Wilmington Trust also score high in a ranking of the largest multifamily offices. more
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Dreaming Bigger
Life-changing events for advisor Charlie Haines resulted in him transforming his business-and himself. more
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A Growth Schematic
Technological innovation allows advisors to spend less time in the 'back office' and more time with clients. more
The Rockin' Renaissance Man
by Thomas M. KostigenHe's best known for his serpentine tongue and devilish makeup, but Gene Simmons is a dead serious businessman.
Own Or Lease? (Or Maybe Neither)
by Colleen O'DeaThe wealthy were expected to turn to shared ownership of jets, yachts and other high-end goods when the economy tanked. But they mostly resorted to no ownership, until recently.
Old School, New Tricks
by Oliver StaleyIn the face of public funding cuts, the University of Oxford hopes to get educated on U.S. fundraising techniques.
A Wealthy Head Count
by David FriedmanThe number of Asia-Pacific millionaires is surging, but North America and Europe still account for the bulk of the world's ultra-high-net-worth population.
HSBC Tops In Family Office Assets
by Anthony Effinger and Elizabeth OdyBessemer Trust Co., UBS AG and Wilmington Trust also score high in a ranking of the largest multifamily offices.
Dreaming Bigger
by Mary RowlandLife-changing events for advisor Charlie Haines resulted in him transforming his business-and himself.
A Growth Schematic
by Robert FioreTechnological innovation allows advisors to spend less time in the 'back office' and more time with clients.
Directory Of Family Office And Wealth Advisory Technology Service Providers
Click here for the directory listing.
Dollars For Dollar Signs
by Scott ReyburnAn Andy Warhol "Dollar Sign" is among the artworks seized from a bankrupt Irish property baron that are being auctioned off this month by Christie's.
Apart From The Crowd
by Richard TeitelbaumRay Dalio has returned 25% this year on diversified bets even as markets convulsed.
Annuities In Estate Planning
by Mary Ann Mancini, John L. Olsen and Melvin A. WarshawAnnuities are often shunned by estate planners, but there are circumstances in which they can be useful, even in the largest estates.
Social Entrepreneurship
by dennis t. jaffe and josh cohenYoung heirs can make their mark through solid investments that serve both society and their family legacies.
The Advisor As Peacemaker
by Mollie BunisFamily foundation operations can spawn family conflicts-and advisors often are the ones called upon to help resolve the disputes.
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