PW Magazine

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Foreigners And The Gift Tax

by Beth D. Tractenberg and Kathryn von Matthiessen

Wealthy people who live in the U.S. but who are not citizens can in some cases benefit from recent changes in gift tax law.

An 'Emerging' Force

by Josephine Shea

Investing in emerging markets is no longer a choice for U.S. corporations and investors, but a necessity due to the sector's growing influence.

Homegrown Hedging

by Michael S. Fischer

Partners David Alexander and Tony Peyser were early adopters of funds of hedge funds, first using the strategy for their multifamily office clients 20 years ago.

Garden Sprouts $32 Million Statue

by Scott Reyburn

The masterpiece by Dutch sculptor Adriaen de Vries was uncovered during a routine property valuation.

Serving The All-Stars

by

While some advisors avoid celebrity clients and their labor-intensive issues, SunTrust Bank's Sports and Entertainment Specialty Group makes them a sole focus.

Networking: It's Who You Know

by Miguel Forbes

Contrary to popular belief, networking isn't about knowing a lot of people-it's about knowing the right people.

Tough Love

by Caren Chesler

Many wealthy Americans, it turns out, are more fixated on spending and giving away their wealth than making sure their kids get a big inheritance.

A Killer Vacation

by Craig Copetas

Business executives from around the world visit the Gladiator School of Rome each year to make like Spartacus and fight each other to the (make-believe) death.

The World's A Playland

by Colleen O'Dea

If you've got $1 million or more to burn, travel experts say you can experience the vacation of a lifetime.

Global Healing

by Russ Alan Prince

Dr. Daniel Carlin's Worldclinic delivers around-the-clock medical care to its affluent clients, no matter where in the world they may be.

Courthouse Investing

by Leila B. Boulton

Clients looking for absolute, uncorrelated returns may want to consider investing in commercial litigation.

Growing The Single-Family Fortune

by Russ Alan Prince

David Cohen's Karlin Asset Management successfully manages over $1 billion through a contrarian and value-oriented approach that helped it anticipate the 2008 financial collapse.

Work$ Of Art

by Colleen O'Dea

Increased competition in the auction and appraisal industry is giving collectors more tools for cashing in on their valuables.

The Next Step In Alternatives

by Michael C. Crawford And Perry Lerner

Private placement insurance can act as a tax-advantaged wrapper for hedge funds and other alternative investments.

Luxurious Liquidity

by Craig Copetas And Guy Collins

Priced at up to $2,400 per bottle, CHateau Margaux is one of the world's rarest investable "commodities."

The Legacy Conversation

by

Carolyn Friend and James Weiner help families rediscover and define their values as part of their wealth transition planning.

Assessing New Hedge Funds

by Alan Swersky

Family offices shouldn't shy away from emerging hedge fund managers, many of whom outperform their more experienced brethren.

So You Want To Be In Movies?

by Michael S. Fischer

Sycamore Entertainment Group offers investors a piece of the independent film industry in the form of private equity funds.

Tailored Portfolios

by Peter Andersen

Providing wealthy investors with customized portfolios means going beyond SMAs and "a la carte" offerings.

PW News

PW News

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