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Features

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Unlocking The Private Markets

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

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.

Setting Up A Private Equity Fund

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

The Buck Stops At You

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

Custom Software For The Wealthy

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

Your Client’s Taxes Under Trump

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

The Rise Of Clean Power

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

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 Cottage Succession Plan

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Here’s how rich clients can efficiently transfer their vacation homes within their families.

Pitcairn Today

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Pitcairn has brought its family office approach to a wide group of families.

Fit For A King

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They say the Gstaad Palace is a place where every guest is a king and every king is a guest.

Can Impact Investing Fix The Middle East?

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Wealthy Middle Easterners have begun to believe that charity alone cannot solve the region’s many troubles.

Where To Form Your Grant-Making Charity

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Grant-making charities in the U.S. are more heavily regulated than those in other countries.

Wealth Management For The Asian Super-Rich

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Recognize their characteristics and preferences if you want to do business.

Coping With Art's 'Oops!' Factor

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Now that food and animal feces are among the tools of the artist, caring for artwork is no easy task.

Longer Life, Longer Life Insurance

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Medical revolutions have increased life expectancy. That’s given advisors more leverage to negotiate with life insurers.

Prenups For Young Professionals

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The reality is that most couples can benefit from prenuptial contracts.

U.S. Looming Debt Decision

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The tilt toward short-term borrowing as a way to try to stimulate the economy has made sense until now.

Instilling Passion In The Next Generation

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The number one way to engage family members with their wealth is to make it relevant and matter to them.

Reasons Not To Work With SFOs, Super-Rich

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Professionals must deliver a “Wow” experience consistently. Being available to the client is also critically important.

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