Facing The Tough Questions

It’s safe to say that everyone will be affected in some way if the tax plan is approved.

As I sit down to write the editor’s note for our fall issue, it’s difficult trying to focus my words on private wealth, this issue’s articles and wealth management in general.

All About Culture

Business mergers usually begin with great hope and celebration, yet studies show that well over 50% of them result in misery for the employees and shareholders involved...

An Isle For The Apoc

Some wealthy families have spent millions to reserve luxury condominiums that have been built in abandoned missile silos in Kansas.

Brexit U.S.A.?

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

Our Troubled Global Village

Investors are well aware that many of the world’s problems fall on our doorsteps, and that it’s incumbent on all of us to seek solutions.

This ‘Uncertainty’ Is Not A Cliché

As we all know, investors hate uncertainty, but it’s hard for the topic not to sound trite.

Hazard(s) Ahead

The sources of possible future calamity, depending on whom you ask, include a recession.

Decisions, Decisions

There seems to be no end to the drama hanging over the U.S. as we prepare to close out 2015.

The Mother Of Long-Term Plays

As we put the finishing touches on another issue of Private Wealth, the stock market has been busy showing its human side.

Warming Up For 2016

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...

The Renaissance Advisor

There probably was a time when being a successful financial advisor meant you just had to be one of those “good with numbers” people.

Taking The High Road

Among the more fascinating trends in the ultra-wealthy marketplace in recent years are the creative paths investors have blazed to break away from so-called “traditional” investing.

Learning To Be Rich

New wealth is created every year, bringing more millionaires into the fold of the financial elite.

Lessons From The High End

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...

Radical Change Ahead

When I first got into this business around 25 years ago, the typical millionaire was a white male in his 70s who had a high school education and owned a business.

Where The Money Is

Notwithstanding Willie Sutton’s rationale for robbing banks, elite practitioners—advisors who are leaders in client satisfaction, longevity and profitability—know the real money...

Legacies For The Living

Trends and buzzwords are abundant in this business and one topic that’s getting a lot of traction these days is the idea of using wealth to leave a mark on the world. In other words: legacy.

No Silver Bullet

I’ll start with the punch line: There is no simple, surefire solution for developing business with the ultra-high-net-worth investor.

So Many Family Offices, So Little Time …

The landscape of multifamily offices (MFOs) changed and grew so profoundly over the past 10 years that we felt impelled to put criteria in place while conducting our second major research study a...