Expert Views

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Private Equity Co-Investment Opportunities

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The attraction of a co-investment is to gain more exposure to attractive assets with more control and potentially lower fees.

Developing Lifelong Relationships With Your Ultra-Wealthy Clients

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Approach interactions with clients as both an information exchange and an educational process to develop lifelong clients.

Trump's Climate Change Skeptics Go Against Rising Tide

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Trump is making the U.S. an outcast in the global effort to counter climate change, columnist Thomas Kostigen says.

As With Fine Wine, Vintage Year Is Also Important For Private Equity

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Advisors can add value through a quality private equity platform.

Creating Certainty For LGBTQ Families In Uncertain Times

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By focusing on areas that our clients can control, we can offer a sense of peace in these uncertain times.

Rising Rates Bode Well For Stocks

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Equity investors have every reason to be cheerful as the Fed raises rates in 2017 and beyond.

Rebellion Vs. Orthodoxy In Business

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Entrepreneurs need to find a balance between innovation and organizational discipline.

How To Manage Our Algorithmic Overlords

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Who will monitor AI algorithms to be sure they’re acting in people’s best interests?

Staying Rich Without Manufacturing Will Be Hard

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Manufacturing is in bigger trouble than the conventional wisdom would have you believe.

Making Time To Play 18 Holes On Your Lunch Hour

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Golf's ruling bodies are considering ways to speed up their sport to boost its popularity.

The 'Death Tax' Deserves To Live A Long, Useful Life

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Elimination would be a minor change -- the estate tax has already been mostly abolished.

The Tax Benefits Of Moving To Puerto Rico

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Bona fide Puerto Rican residents are entitled to a 100% tax exemption on certain interest, dividends, and capital gains.

What Wealth Advisors Must Do To Woo Digital Generation (Yes, Millennials)

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Millennials' lives revolve around consumer technology that define practically everything they do.

Family Office Direct Investing: Top 5 Insurance-Related Risks

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As family offices make more direct investments, they are going to need new kinds of insurance.

If You're So Intelligent, Why Aren’t You Rich?

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How much is a child’s future success determined by innate intelligence? This economist says it’s not what people think.

Battle Of The Century Continues In India

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The ousted chairman of the Tata conglomerate may be trying to win back control of Jaguar Land Rover.

Trying To Get Rich Can Be A Highly Volatile Experience

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It looks like investors expect the market’s newfound jitters to hang around for a while longer.

Private Equity Is The New Hedge Fund

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Private equity funds aren't cheap. But they have a bunch of things going for them right now that hedge funds don't.

Family Offices And The Quest For Impact

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The family office is a growth market that financial advisors should be looking at.

Recent Estate And Gift Tax Changes Require Immediate Action

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Proposed regulations would end the practice of discounting the value of interests in family limited partnerships.

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