Guest Article Archive
The Challenges – Why Is It So Hard?
This article, the second in a series, explores the tension that exists between advisors remaining...
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...
Setting The Scales On AI: Rebalancing Risk, Staying Open To Opportunities
Given that "Big Techs" have often fed into, and benefited from, the excitement generated by AI, the...
How America's Wealthiest Families Avoid Generational Wipeouts
Preserving wealth is often more complicated than families expect, which can shatter the hope of...
Adapting To Market Uncertainty, New Investor Demands
The author runs over broad themes affecting the technological side of wealth management, such as...
The Critical Piece Of Estate Planning Many Families Overlook
As the author asks, the market is full of talent advisors, tax professionals and attorneys, but...
Maximizing Transparency And Efficiency In Municipal Bond Management
This in-depth article examines the "avoidable" hidden costs and mark-ups on US municipal bonds, the...
Choosing A Charitable Vehicle – A Walk Around The Territory
A range of factors need to be considered when deciding whether to use a donor-advised fund or a...
Breaking The Mold: Raising Capital When You Don't Fit The Stereotype
Want to raise capital from HNW individuals and family offices? The author of this article lays out...
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...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
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WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
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WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
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