What’s an optimal spending rate in retirement? The answer varies—even for (some) wealthy clients.
One of the most informative characteristics of these low-profile multifamily offices is the wealth of their clients and their exclusivity.
Hackers are threatening the world’s financial industry, and family offices could be next on their hit list.
A voice for women in fund management grows stronger and louder.
Tiedemann Wealth Management was forged by people who wanted to sit on the same side of the investing table as their clients.
Shipwreck treasure hunting these days provides more thrill than profit.
Some of the nastiest family estate conflicts are over simple items with sentimental rather than monetary value.
Most compensation arrangements for single-family office senior executives don’t follow a set formula.
This firm uses a math-based investing approach to pick up gains from stock price swings.
Advisors and clients need to be wary of the potential pitfalls in real estate crowdfunding.
A very small percentage of financial advisors are in the “$1 million or More” club.
Private foundations can have a role in providing support to more than just “A” students.
Clients’ virtual lives need protecting just as their physical assets do.
Family meetings can lay the groundwork for multiple generations of successful wealth transfers.
Wealthy families need to plan ahead when it comes to preparing youngsters for family office leadership.
Billionaires are getting richer, but they’re also becoming more entrepreneurial.
Social and environmental impact real estate investments are gaining traction with investors.
The development of a fusion reactor to generate clean energy has long been the holy grail of scientists worldwide...
Invesco Consulting’s Brett Van Bortel helps advisors acquire and retain high-net-worth clients.
Acadian has outperformed benchmarks over two decades by tapping into market inefficiencies.