May/June 2014

  • The Science Of Schmooze

    Neal Goldman has mapped the web of relationships that connects the nation’s movers and shakers. more

    May/June 2014
  • Angels With A Cause

    Impact investors are making their presence felt in the early start-up capital niche. more

    May/June 2014
  • Grassroots Investing

    CDFIs make impact investments aimed at propping up the residents and businesses of local communities. more

    May/June 2014
  • Optimizing Family Wealth

    Understanding a family’s motivation for a wealth transfer can enhance communications across generations. more

    May/June 2014
  • Looking For Comebacks

    The Senvest Partners hedge fund has averaged 20% annual gains by investing in out-of-favor companies that seem poised for a rebound. more

    May/June 2014
  • A Perilous Paradise

    Billionaire entrepreneurs are ignoring the inherent risks of island investments to own a piece of Australia’s Great Barrier Reef. more

    May/June 2014
  • Celebrity Estate Pitfalls

    A legal battle involving the late Michael Jackson’s assets typifies the way celebrity estates are often handled. more

    May/June 2014

The Science Of Schmooze

by Russ Alan Prince

Neal Goldman has mapped the web of relationships that connects the nation’s movers and shakers.

Angels With A Cause

by Leila Boulton

Impact investors are making their presence felt in the early start-up capital niche.

Grassroots Investing

by Ellie Winninghoff

CDFIs make impact investments aimed at propping up the residents and businesses of local communities.

Optimizing Family Wealth

by Hannah Shaw Grove

Understanding a family’s motivation for a wealth transfer can enhance communications across generations.

Looking For Comebacks

by Jon Asmundsson/Bloomberg News

The Senvest Partners hedge fund has averaged 20% annual gains by investing in out-of-favor companies that seem poised for a rebound.

A Perilous Paradise

by William Mellor/Bloomberg News

Billionaire entrepreneurs are ignoring the inherent risks of island investments to own a piece of Australia’s Great Barrier Reef.

Celebrity Estate Pitfalls

by Joseph R. Perone

A legal battle involving the late Michael Jackson’s assets typifies the way celebrity estates are often handled.

Power-Sharing Trustees

by Daniel D. Mielnicki and Joshua N. Goldglantz

Trust protectors add an extra layer of oversight to a trust structure that has historically relegated powers to one trustee.

Containing The Data Deluge

by James Lumberg and Pamela Fennell Jacobs

Advisors need to embrace the latest account aggregation technologies to satisfy the needs of today’s wealthy families.

The Same, But Different

by Russ Alan Prince & Hannah Shaw Grove

Decades of statistical research and hands-on work with the super-rich have given us a clear sense of how the members of that population are similar to each other yet different from the rest of the...

Building Bridges

by Russ Alan Prince, Hannah Shaw Grove & Richard J. Flynn

One of the exceptional strengths of the very wealthy is the depth and breadth of their personal and professional relationships.

Life Insurance For Taxes And Retirement

by Frank W. Seneco & Evan Jehle

The wealthy often have to confront financial problems by trying to prepare for events far into the future.

News

U.S. On Low End Of World’s Estate Taxes

by PW Staff

The United States has among the lowest estate and inheritance taxes compared with other developed and emerging countries, according to a recent analysis by UHY International.