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The Risk Of Letting Big Finance Write Its Own Climate Rules

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Big financial institutions are getting directly involved in developing climate standards.

No More Gift Tax Exemption? Additional Planning Strategies To Consider For 2021

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There are several wealth transfer strategies that can be considered by those wanting to make gifts.

Blackstone Really Wants To Refuel Your Private Jet

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Funds managed by Blackstone have teamed up with Bill Gates in an attempted bid for Signature Aviation.

How To Give Back In Meaningful, Sustainable Ways

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Integrating sustainable philanthropic considerations into financial planning is one way to create actionable change.

The Limits Of Roth IRAs For The Wealthy

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A recent book argues that Roth IRAs are a superior tool for the rich. This expert challenges that generalization.

What Lifted Trump Could Sink Biden

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If Democrats listen to fiscal hawks, they will face a reckoning in 2024.

Covid's Worst Should Be Over By Valentine's Day

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If all goes well, vaccinations will start bringing cases down in a couple months.

The Best Car I Drove In 2020—Plus Eight Runners-Up

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Automaker are launching new products with everything from unveilings via livestream video feeds to one-on-one journalist viewings.

Books Of The Year 2020

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In economics, history, sports, music and art: a true banner year.

A Boutique Investment Bank Bets On A SPAC

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Perella Weinberg should be able to get some tension going in what is effectively an auction of itself.

Going Skiing Is A Terrible Idea Right Now

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Ski closures could cost the Austrian economy more than $2.4 billion in lost activity.

Legal Considerations Of Living In A Multi-Generational Home

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When clients are considering living in a multigenerational home, there are some issues that need to be discussed.

Finding The Right Investment Manager During And Post Covid-19 Pandemic

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Here are a few key characteristics to look for in IM firms when choosing your investment manager.

To Retire Rich, Don't Leave Too Much To Your Kids

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When you make your bequest is a crucial calculation. Asian societies have long experience in juggling timing and outcomes.

Time Value Of Philanthropy

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Four key considerations for philanthropic organizations as they assess their grant making moving forward.

When Estate Planning Doesn’t Work (And What To Do About It)

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The goal is to create a customized, holistic and effective plan for the client.

Why (And How) I Plan To Die With An Empty Bank Account

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Is leaving a legacy behind always the best idea, or is it better to live the legacy your wealth affords now?

The Future Of Luxury Is In Wellness, Watches And Possibly Weed: Andrea Felsted

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Handbags, shoes and watches will face competition from a new breed of upmarket goods.

Sparking The Art-Backed Lending Renaissance

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Wealth managers and family offices are looking for that spark to set them apart from the competition.

Five Ways To Build Flexibility Into Your Gift Planning

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How to take advantage of current gift tax exemption amounts, without giving too much away.

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