March 2012

  • From Advisor To Partner

    When working for the wealthy turns into working with them. more

  • Siblings Scorned

    Estate and inheritance issues can turn even the closest of siblings into mortal enemies. more

  • Serving Celebrities Isn't All Glamour

    Advisors who serve the rich and famous say that while the niche brings special rewards, it is also time consuming and labor intensive. more

  • Client Privacy At Risk

    Family offices are doing everything they can to avoid SEC regulation and the disclosure it entails. more

  • A Safe Harbor

    F-Squared's AlphaSector strategy is grounded in asset protection, though investors might miss out on wild market upswings. more

  • Rock-Hard Assets

    The world's super-rich are turning to rare colored diamonds and other gemstones as a store of wealth and a source of growth. more

  • Private World

    Family offices seeking yield in a low-interest world might consider U.S. private-market debt investments. But there are things to watch out for. more

From Advisor To Partner

by Russ Alan Prince

When working for the wealthy turns into working with them.

Siblings Scorned

by

Estate and inheritance issues can turn even the closest of siblings into mortal enemies.

Serving Celebrities Isn't All Glamour

by Colleen O'Dea

Advisors who serve the rich and famous say that while the niche brings special rewards, it is also time consuming and labor intensive.

Client Privacy At Risk

by Elizabeth Ody

Family offices are doing everything they can to avoid SEC regulation and the disclosure it entails.

A Safe Harbor

by Michael S. Fischer

F-Squared's AlphaSector strategy is grounded in asset protection, though investors might miss out on wild market upswings.

Rock-Hard Assets

by Leila B. Boulton

The world's super-rich are turning to rare colored diamonds and other gemstones as a store of wealth and a source of growth.

Private World

by Michael McNabb

Family offices seeking yield in a low-interest world might consider U.S. private-market debt investments. But there are things to watch out for.

Behind The Hedges

by Jerilyn Klein Bier

The maturing hedge fund industry is more diverse than investors may realize.

Rich Chocolate

by Marvin G. Perez

Chocolatier Jacques Torres has become wealthy by chasing the world's best cocoa beans for his giant frogs and Marilyn Monroe lips.

Client Loyalty Breeds Referrals

by Russ Alan Prince

Cultivating The Super-Rich

Editor's Note

Priming The Partnership

by Hannah Shaw Grove

Editor's Note