by
Russ Alan Prince
No one has been able to accurately size the market, but if you’re an advisor or even a senior manager in a larger financial institution, it really doesn’t matter.
by
David Lansky
In this inaugural column of an ongoing series, we will address the myriad factors that play into successfully maintaining wealth across generations.
by
Jeffrey D. Dattolo, David Buckwald
Low interest rates, squeezed profits and longer life spans have created
a “perfect storm” for life insurance firms and their policyholders.
by
Marjorie Suisman
Fiduciaries who need access to a deceased client’s digital assets continue to run into a web of obstacles.
by
Robert G. Kuchner
Rich clients are increasingly pondering this question as they try to create wills that will enhance rather than ruin their children’s lives.
by
Michael Contursi
U.S. rare coins provide investors with more than just a chance to own something
that once sat in George Washington’s pocket.
by
Hannah Shaw Grove
Wealthy families like the sector’s performance, and they often have expertise to offer for the businesses they invest in.
by
Thomas M. Kostigen
The Rockefeller Foundation is trying to help fill
a $2.5 trillion gap in the drive for a healthier world.
by
Carol J. Clouse
Rich immigrants are streaming into the U.S. and they’re bringing lots of assets and estate planning needs with them.
by
Eric L. Reiner
Clients may have been the real
winners when
Atlantic Trust
Private Wealth Management
was acquired
by CIBC.
by
Tom Kostigen
Ted Turner is opening up vast stretches
of his private New Mexico ranchlands to the public
with an eye toward conservation.
by
Bloomberg News, Anthony Effinger
Silvercrest Asset Management, the second fastest-growing
multifamily office in a new Bloomberg ranking, is a public
company that needs to keep both clients and investors happy.
by
Michael S. Fischer
They might not even know it, but buyers who are new to the art market are sorely in need of expert advice.
by
Adam Dauber
Carried interest is a 500-year-old concept that today creates fortunes for general partners and political debate among everyone else.
by
Chris Robbins
Many clients are shutting their advisors out of their philanthropy planning,
a new survey suggests.
by
Russ Alan Prince
One of the most informative
characteristics of these
low-profile multifamily offices
is the wealth of their clients
and their exclusivity.
