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Family Offices: Unique Capital Allocation And Structuring Considerations

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Before structuring a family office, investment professionals should always conduct a thorough front-end analysis of the family’s investment objectives.

How To Have Productive Client Conversations Around Philanthropy

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There’s a big difference between “having a conversation” and having a productive conversation about philanthropy.

Discussing The Issue Of Aging Parents

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Adult children and their parents may find the holidays a good time to discuss the what-ifs that lie ahead.

Protecting Your Biggest American Dreamers from the American Nightmare

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The biggest risks facing top income earners.

How To Keep Sports From Making You Miserable

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The pain of seeing your team lose far outweighs the joy of seeing them win. But there are ways around that.

How To Address Multigenerational Estate Planning Issues

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Encourage clients who are managing multigenerational estate planning issues to discuss options early and often.

The Small Price Of Capital Gains

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Capital gains tax considerations impact investors of all sizes.

The Greatest Works Of Artists And Scientists Tend To Be Clustered Together

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The ‘hot streak’ is real, but it’s not about luck.

Aligning Client Lifestyle, Dreams And Legacy Goals With Wealth Objectives

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Once clients have a clearer vision of which strategies will work for them, they become more motivated.

When High-Net-Worth Clients Let Go Of The Money Myth, They Can Lead Richer Lives

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One of the biggest causes of poor decision-making for ambitious clients is buying into the money myth.

Dealing With Disruption

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The conflux of technological change and extreme monetary policy has produced a potentially dangerous investing environment.

Why Private Placement Life Insurance Is A Hot Commodity For The Ultra-Rich

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PPLI programs have quickly become a favorite strategy among ultra-wealthy investors.

Financial Inclusion For Emerging Economies—A Case For Private Debt Impact Investing

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Veteran impact investors know private debt funds can be a perfect match for their financial and impact goals.

Avoiding Conflicts Between Fiduciary Duties And Family Values

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Three ways to ensure directors, officers and shareholders are authorized to promote both the business and family values.

Protecting Your Business From Cybercrime

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Firms need to manage their cyber security as thoughtfully as they’re managing their business interests.

How Democratizing The Family Office Model Can Rescue ‘Overlooked Millionaires’

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There is an opportunity for advisors who can offer a scalable version of the traditional ultra-wealthy family office model.

Plan Ahead To Protect Your Collection From Natural Disasters

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Private collectors should develop a plan to prepare for an unexpected natural event.

How To Harness Tech To Better Serve Growing HNW Demographic

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Three areas where financial technology can add value to any financial advisor’s relationship with a high-net-worth client.

Three Ways Single Family Offices Can Attract And Retain Top Talent

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It's critical to evaluate how your SFO stacks up against the competition.

Exotic And Vintage Car Acquisition: Avoiding The Path Of 'Lease' Resistance

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Wealth managers should educate clients regarding the viability of specialty leasing.

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