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July/August 2015

  • The Tax Buster

    Attorney Edward Renn helps wealthy families achieve tax savings through strategies that are “on the right side of the line.” more

    July/August 2015

  • Beyond The Fourth Estate

    The $2.4 billion Knight Foundation is expanding on its journalistic roots to delve into new areas of community giving. more

    July/August 2015

  • Using The Whole Field

    Global macro funds are the investing world’s singles hitters, in search of consistent performance instead of home runs. more

    July/August 2015

  • Healthy Returns

    Medical concierge services care for wealthy individuals and bring them home when they fall ill in foreign lands. more

    July/August 2015

  • The Wealth-Transfer 'Talk'

    Here is how advisors can get parents and children to start talking about the family inheritance. more

    July/August 2015

  • A Lesson Learned

    As she approaches 100, Irene Bergman reflects on six decades of guiding clients through the ups and downs of Wall Street. more

    July/August 2015

  • The Capital Roundup

    Hedge fund start-ups benefit the most when general partners use a methodical approach to raising funds. more

    July/August 2015

The Tax Buster

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Attorney Edward Renn helps wealthy families achieve tax savings through strategies that are “on the right side of the line.”

Beyond The Fourth Estate

by

The $2.4 billion Knight Foundation is expanding on its journalistic roots to delve into new areas of community giving.

Using The Whole Field

by

Global macro funds are the investing world’s singles hitters, in search of consistent performance instead of home runs.

Healthy Returns

by ,

Medical concierge services care for wealthy individuals and bring them home when they fall ill in foreign lands.

The Wealth-Transfer ‘Talk’

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Here is how advisors can get parents and children to start talking about the family inheritance.

Lessons Learned

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As she approaches 100, Irene Bergman reflects on six decades of guiding clients through the ups and downs of Wall Street.

The Capital Roundup

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Hedge fund start-ups benefit the most when general partners use a methodical approach to raising funds.

Woe The Weak-Willed Celebrity

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The high drama often associated with celebrity estates can be avoided with the implementation of simple estate-planning strategies.

A Mortgage Debt Rebound

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The mezzanine debt sector has bounced back from the 2008 financial crisis as a viable investment income option.

Volunteers Beware

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Serving on the board of a favorite charity is admirable work, but also risky without the right insurance.

Custom-Made Annuities

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When it comes to investing, the wealthy are intensely concerned about fees and after-tax investment returns...

Those Who Can’t Teach, Do

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“Hand-holding is not one of my strong points, which is off-putting for some professionals.”

Editor's Note

Warming Up For 2016

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As I write this, just days before production ends on another issue of Private Wealth magazine, the nation is reacting to the news this morning that the U.S...

News

Kids A Top Worry Of Rich Families, Survey Says

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Today’s ultra-wealthy are predominantly self-made innovators with strong values about health, education and philanthropy, but they’re worried about whether their kids will become good stewards,...