Guest Article Archive
Redefining Future Of The Single-Family Office
The shape of the family office is changing, with technology and generational movement being among...
Largest Investor Risks In 2025: Trade Wars, Inflation, Equity Concentration – Survey
Asset Risk Consultants has just released its global sentiment survey of 98 wealth management chief...
Why Private Credit Outshines Public Credit In A Rate-Cutting Environment
While private credit has existed for decades, capital flowing into the sector has substantially...
Navigating Charitable Deduction Minefield: Insights From IQ Holdings Cases
One of this publication's regular writers, and editorial board member, delves into the implications...
Art As Alternative Investment: Technical Aspects Of Ownership, Maintenance, Planning, And Sale
The author, who is a regulator contributor to these pages, says that with planning and advice, the...
Client Portability Through The Looking Glass
There is much confusion about what restrictions apply to asset, or client portability, and what the...
Key Considerations For Dividing Intellectual Property And Royalties In Divorce
A clear understanding of how to approach intellectual property is vital when IP comes up in the...
Navigating Private Investments: A Guide for Financial Advisors
As access into private market investments evolves, there are fewer excuses for wealth managers not...
How Project 2025 Might Affect Impact Investors
A strategy of a US think tank to roll back some of the climate change and DEI policies of...
New York’s Housing Deal For Landlords: How To Stay On The Run?
A co-founder of a platform for student housing argues that such a business model can play an...
Six Reasons Why Introverted Wealth Managers, Capital Raisers Beat Extroverts
In this article, the author looks at the benefits of introverted wealth managers for family offices...
Among Alternative Investments, Self-Storage Stands Out
Since self storage emerged as a business model in the 1960s, its use has steadily risen. In 1988,...
Exploring Donor-Advised Funds And Private Foundations
The author of this article considers the benefits, features and potential pitfalls involved in...
The Next Frontier For RIA Mergers And Acquisitions
There is a growing trend of multi-family offices and registered investment advisors (MFOs, it...
How Wealth Advisors Get Their Own Succession Planning Right
Advisors and the wider wealth industry talks a lot about succession planning when it comes to...
Whether In-House Or Outsourced, Family Office Cyber Defense Must Evolve
The author of this article argues that family offices that ignore cybersecurity are targets for...
EXCLUSIVE: AI, Hyperscalers, Flat Fast Food: What We Learned From US Earning Season
Amid the eye-popping results of some firms in the US, there are also wide disparities in results...
Strategic Succession: Unlocking ESOPs, Alternatives, And Purpose Trust Options
Whether they go under names such as ESOPs, Purpose Trust Option Strategies, or other monikers,...
The Life Arc Of A Philanthropist: Seven Stages Of A Life Of Giving
The art of giving to create a positive impact on society is a "dynamic journey," the author of this...
Divorce: Planning, Investing For A Positive Outcome
The authors talk about the importance of assembling high-quality advice, the different kinds of...