Guest Article Archive
The One Big Beautiful Bill: Another Look At Implications
Time for another dive into the details of this important recent US tax legislation. ...
A Strategic Guide To Pre-Transaction Planning: A Family Offices Roadmap
This author describes a route for families and principals preparing for a liquidity event such as...
The New Power Couple: What Happens When She Has The Fortune – Part 2
The second half of an article that explores modern married couples and what happens when the wife...
The New Power Couple: What Happens When She Has The Fortune – Part 1
The first half of an article that explores modern married couples and what happens when the wife is...
Reflections On Murdoch Family Trust Dispute: Lessons for Advisors
Not just a media headline, but a global cases study in family decision-making and succession, the...
Shareholder Advocacy: Engagement Under Pressure
The author of this article points out that the regulatory landscape is evolving and growing more...
Nuclear Energy’s Renaissance: The Dramatic Shift Reshaping Global Energy
Nuclear energy is having something of a "rebirth" for a variety of reasons, and the author of this...
AI Quietly Revolutionizes World’s “Boring” Industries
People – including those in the wealth management sector – need to be less beguiled by the hype...
College Admission Questions That Keep HNW Families Awake At Night
The choice of school is a "pivotal" inflection point in people's lives, with a number of...
Trump’s Tariff Tactics In US-Japan Trade Deal – The Art Of Bluff
The author argues that US President Donald Trump’s tariff threats against Japan were largely a...
Tips And Cautionary Tales From Estate Litigation Hell
The human and emotional realities of steering an estate through litigious waters are not well...
Are Family Offices The Next Liquidity Crisis?
The author argues that while family offices have historically operated without too much regulatory...
Redefining Holistic Family Office Services
Demand for family office services grows, but there is a risk that firms are over-extending...
The Thiel Strategy For Estate Planning, UHNW Liquidity
The author of this article looks at a particular strategy for tax-free wealth accumulation and...
Prescriptions For Change
This article, the third in a series, sets out actionable ideas for advisors working with ultra-high...
The Challenges – Why Is It So Hard?
This article, the second in a series, explores the tension that exists between advisors remaining...
Why The Met Gala Debate Is Mistaken About Charitable Deductions
The punchline of this article is that whatever happens to be the object of a charitable gift, savvy...
A Cautionary Tale: Challenges Of Serving UHNW, Centimillionaire Client Segments
The following article considers the upper echelons of wealthy individuals and how, based on their...
Choosing a Corporate Trustee
Those who want to set up trusts might choose a family member, business associate or close friend,...
Transforming Family Governance: Embracing A Care Ethic
The writers argue that ideas around family governance are being shaken up by a changed...