For various reasons, many single-family offices have or are opening or considering opening their doors to ultra-wealthy non-family individuals and families...
Chile's state copper producer Codelco and the country's leading private lithium producer, New York-listed Sociedad Quimica y Minera de Chile (SQM), are thrashing out the details of a...
Accountants are increasingly establishing wealth management practices. The choice of wealth management business model makes a great deal of difference to the success of the wealth management...
In a survey of 421 wealth managers, half said client referrals are the best way to get new high-quality clients, and 43% said that client referrals resulted in their best five clients...
Leading private client lawyers are legal professionals who engage in wealth planning services, including estate and asset protection planning...
In a 2023 survey of 421 wealth managers, 20% say they regularly bring up charitable giving with their wealthy clients. Another 45% will discuss charitable giving occasionally...
The response by the Huthis—the Iranian-backed militant group controlling northern Yemen—to a warning from 12 countries 10 days ago to cease their attacks on Suez-Canal-bound shipping...
The number one financial concern for an overwhelming majority of high-net-worth individuals is a loss in value for their investments, according to a recently released study by Chubb, a global...
Wealth taxes continue to be a political hot potato, with proposals being pushed on the national and state levels and the U.S...
When two top RIA leaders tell me the same thing, I pay attention...
For various reasons, the ultra-wealthy, where possible, choose single-family offices to coordinate and oversee critical aspects of their lives, especially their financial ones...
We hear a question from very successful individuals with solid growing businesses and marriage on their minds: "What about a prenup (prenuptial agreement)?” Our role is to walk them through...
Tremendous resources are being deployed to increase healthspan. Anti-aging trends have gone mainstream. Many wealthy in their 50s and older seek ways to extend their lives...
The baby boomer generation comprises people born between 1946 and 1964. They amassed tremendous wealth as they were in the right place at the right time...
Bank of America, Merrill Lynch and other bank subsidiaries have been sued by a billionaire investor who alleges the bank had a conflict of interest when it represented him while making an...
It was a comeback year for the world’s wealthiest. The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1...
David Tepper went all-in on two trades last year. One quietly helped make him about $2 billion. The other has gone south in a very public way...
A big AI trade rescued the stock market. A niche bet on Bed Bath & Beyond sank amateur day traders. A buy-China call backfired on investing pros...
Regardless of your perspective, Harvard looks bad right now—and that’s good for America...
This month, the European Commission (EC) is due to present policy proposals for screening outbound investments and updating existing EU regulations on inbound investment screening and dual-use...