Guest Article Archive
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...
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...
Why Wealthy People Receive Sub-Par Healthcare And How To Fix It
The following article, written by a senior figure in the medical profession, challenges...
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...
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