The attraction of a co-investment is to gain more exposure to attractive assets with more control and potentially lower fees.
Approach interactions with clients as both an information exchange and an educational process to develop lifelong clients.
Trump is making the U.S. an outcast in the global effort to counter climate change, columnist Thomas Kostigen says.
Advisors can add value through a quality private equity platform.
By focusing on areas that our clients can control, we can offer a sense of peace in these uncertain times.
Equity investors have every reason to be cheerful as the Fed raises rates in 2017 and beyond.
Entrepreneurs need to find a balance between innovation and organizational discipline.
Who will monitor AI algorithms to be sure they’re acting in people’s best interests?
Manufacturing is in bigger trouble than the conventional wisdom would have you believe.
Golf's ruling bodies are considering ways to speed up their sport to boost its popularity.
Elimination would be a minor change -- the estate tax has already been mostly abolished.
Bona fide Puerto Rican residents are entitled to a 100% tax exemption on certain interest, dividends, and capital gains.
Millennials' lives revolve around consumer technology that define practically everything they do.
As family offices make more direct investments, they are going to need new kinds of insurance.
How much is a child’s future success determined by innate intelligence? This economist says it’s not what people think.
The ousted chairman of the Tata conglomerate may be trying to win back control of Jaguar Land Rover.
It looks like investors expect the market’s newfound jitters to hang around for a while longer.
Private equity funds aren't cheap. But they have a bunch of things going for them right now that hedge funds don't.
The family office is a growth market that financial advisors should be looking at.
Proposed regulations would end the practice of discounting the value of interests in family limited partnerships.