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Nov/Dec 2014

  • Building On Success

    Charles Garcia uses his construction industry know-how to help wealthy clients find the right real estate deals. more

    Nov/Dec 2014

  • Charity In Disaster's Wake

    Disaster relief groups say donations often dry up well before their work is done. more

    Nov/Dec 2014

  • The Long And Short

    Equity long/short hedge funds are not designed to be top performers, but they can deliver consistency with downside protection. more

    Nov/Dec 2014

  • Reinventing Finance

    Marc Andreessen says Bitcoin and other technologies will upend the way we do business. more

    Nov/Dec 2014

  • Mortgage Notes Reconsidered

    Whole mortgage notes are a potential pathway to income should interest rates rise. more

    Nov/Dec 2014

  • Inheriting Well

    As financial advisors, we are often asked how old a child should be before he gains access to inherited money or receives significant financial gifts. more

    Nov/Dec 2014

  • Like-Minded Partners

    Family businesses are discovering that individuals with a long investment horizon can be a viable source of new capital. more

    Nov/Dec 2014

Building On Success

by Russ Alan Prince

Charles Garcia uses his construction industry know-how to help wealthy clients find the right real estate deals.

Charity In Disaster’s Wake

by Thomas M. Kostigen

Disaster relief groups say donations often dry up well before their work is done.

The Long And Short

by Eric Uhlfelder

Equity long/short hedge funds are not designed to be top performers, but they can deliver consistency with downside protection.

Reinventing Finance

by Anthony Effinger

Marc Andreessen says Bitcoin and other technologies will upend the way we do business.

Mortgage Notes Reconsidered

by Gus Altuzarra and Christopher Chase

Whole mortgage notes are a potential pathway to income should interest rates rise.

Inheriting Well

by Coventry Edwards-Pitt

As financial advisors, we are often asked how old a child should be before he gains access to inherited money or receives significant financial gifts.

Like-Minded Partners

by Karen DeMasters

Family businesses are discovering that individuals with a long investment horizon can be a viable source of new capital.

Maximizing Charitable Impact

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

For many ultra-wealthy inheritors—individuals who have received or are heirs to at least $100 million in assets—philanthropy is both a personal interest and a defining characteristic.

What Is A ‘Multifamily Office’?

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

In an attempt to shed light on the growing mystery of MFOs, we surveyed 89 self-identified multifamily offices.

Hedge Funds Find Liability Solution

by Frank W. Seneco, R. Wesley Sierk III & Alan S. Kufeld

Captive insurance com-panies—entities created by firms to manage the same types of risks that are normally covered by traditional insurance companies—are increasingly being embraced by hedge...

Editor's Note

Lessons From The High End

by Hannah Shaw Grove

At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a number of top industry practitioners and...

News

PE Investors See Growth In Marijuana

by Juliette Fairley

Privateer Holdings raised $7 million in Series A capital last year and has officially launched Series B financing to raise $50 million.