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Winter 2017

Randomness, Rocks & Wealth

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Lisette Cooper’s journey to Athena Capital wasn’t a straight line. Instead, it reveals a life full of amazing twists and turns.

The Rise Of Clean Power

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High-net-worth investors want it cleaner and greener.

Your Client’s Taxes Under Trump

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Wealthy citizens would reap the most benefits from the president-elect’s proposals.

Custom Software For The Wealthy

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Northern Trust is using goals-driven software to help affluent clients focus on aspirations.

The Buck Stops At You

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Family office executives are at great risk for lawsuits if something goes wrong.

Setting Up A Private Equity Fund

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It’s a daunting task, but doable with proper knowledge and preparation.

Impact Investing: A Total Approach

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Four steps advisors can take for clients who want to take full advantage of this investing approach.

Unlocking The Private Markets

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Here’s how private equity and venture capital firms create value.

The Legacy Cottage

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This strategy lets wealthy clients keep their cherished hideaways under family control for multiple generations.

Unlocking The Power Of Giving

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The top 10 ways private foundations get the most out of your client’s giving.

When Professional Referral Sources Turn Client Mind Reader

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If your objective is to work with more and wealthier clients, there are a few business development strategies you should probably employ.

Acting Out Family Dynamics

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Families who use family offices do so for many reasons and these families are able to access tremendous resources.

Editor's Note

Brexit U.S.A.?

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Whatever the underlying forces that caused the most stunning upset in modern U.S. presidential history, they are probably not done exerting themselves.

News

Estate Planners Stumped By Trump

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Channeling Donald Trump has become a national pastime, and for estate planners it is particularly tricky.