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Features

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A 7-Acre Fixer-Upper

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Just bought a remote tropical island? Here’s how to get it ready for occupancy.

All In The Mission

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PRIs are investments made purely to fill a private foundation’s charitable mission.

A Lending Makeover

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Peer-to-peer lending groups are changing the loan industry and may even be considered impact investments.

Keeping Athletes In Play

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Disability insurance is every bit as important to protecting the livelihood of professional athletes as a football or batting helmet.

With Hedge Fund Start-Ups, It’s Fortune Over Fame

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There are a number of compelling reasons money managers establish hedge funds, but it seems that wealth creation is a paramount goal among partners, and by a wide margin...

Denial Is Not A River In Egypt

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In surveys, there’s a pervasive belief among financial advisors that robo-advisors are not a competitive threat...

Lessons Learned

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As she approaches 100, Irene Bergman reflects on six decades of guiding clients through the ups and downs of Wall Street.

A Mortgage Debt Rebound

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The mezzanine debt sector has bounced back from the 2008 financial crisis as a viable investment income option.

The Tax Buster

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Attorney Edward Renn helps wealthy families achieve tax savings through strategies that are “on the right side of the line.”

Beyond The Fourth Estate

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The $2.4 billion Knight Foundation is expanding on its journalistic roots to delve into new areas of community giving.

Using The Whole Field

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Global macro funds are the investing world’s singles hitters, in search of consistent performance instead of home runs.

Healthy Returns

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Medical concierge services care for wealthy individuals and bring them home when they fall ill in foreign lands.

The Wealth-Transfer ‘Talk’

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Here is how advisors can get parents and children to start talking about the family inheritance.

Woe The Weak-Willed Celebrity

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The high drama often associated with celebrity estates can be avoided with the implementation of simple estate-planning strategies.

Those Who Can’t Teach, Do

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“Hand-holding is not one of my strong points, which is off-putting for some professionals.”

Custom-Made Annuities

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When it comes to investing, the wealthy are intensely concerned about fees and after-tax investment returns...

Volunteers Beware

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Serving on the board of a favorite charity is admirable work, but also risky without the right insurance.

The Capital Roundup

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Hedge fund start-ups benefit the most when general partners use a methodical approach to raising funds.

Dealing With Divorce

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A good advisor team can lessen the sting of marital separation for the entire family, says this panel of experts.

Insuring The Elite

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Frank Seneco has spent decades helping high-end professionals cater to the life insurance needs of the wealthy.

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