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PW Magazine

Choosing The Right Trustee

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Choosing the right successor trustee is a decision that shouldn’t be taken lightly.

The Five Flavors Of Financial Jell-O

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Industry leaders have many definitions for these common words in finance. No wonder the clients are confused.

The Future: The Virtual Family Office

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It brings together an elite group of specialists on an as-needed basis who work collaboratively.

A Tale Of Two Offices

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Here’s how to demystify family office choices for the ultra-wealthy client.

The Top 10 Legal Mistakes Made By Early-Stage Companies

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A “field guide” for family office investors to help you avoid these common legal pitfalls.

Three Common Obstacles to Cultivating Centers of Influence

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Working with allied professionals requires overcoming three primary obstacles.

Thirsty For Diversification? Consider Wine

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The potential market for wine could make it a worthwhile investment for diversifying a wealthy client’s portfolio.

All In The Family Office

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If you know how to structure one, you can tap great advantages from it.

Stress-Testing The Ultra-Wealthy Is Essential

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Competition for these clients is more intense than ever before.

The Bond Between Impact Investing And Philanthropy

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Relating clients' charitable goals to investment choice results in more thoughtful advice.

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