Guest Article Archive

Family Office
6 January 2025

Redefining Future Of The Single-Family Office

The shape of the family office is changing, with technology and generational movement being among...

Surveys
6 January 2025

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...

Investment Strategies
20 December 2024

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...

Philanthropy
21 November 2024

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
18 November 2024

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...

Legal
28 October 2024

Client Portability Through The Looking Glass

There is much confusion about what restrictions apply to asset, or client portability, and what the...

Legal
20 September 2024

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...

Alt Investments
19 September 2024

Navigating Private Investments: A Guide for Financial Advisors

As access into private market investments evolves, there are fewer excuses for wealth managers not...

ESG
17 September 2024

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...

Real Estate
5 September 2024

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...

Family Office
28 August 2024

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...

Alt Investments
26 August 2024

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,...

Philanthropy
13 August 2024

Exploring Donor-Advised Funds And Private Foundations

The author of this article considers the benefits, features and potential pitfalls involved in...

M and A
2 August 2024

The Next Frontier For RIA Mergers And Acquisitions

There is a growing trend of multi-family offices and registered investment advisors (MFOs, it...

Strategy
16 July 2024

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...

Practice Strategies
15 July 2024

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...

Financial Results
21 June 2024

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...

Trust Estate
11 June 2024

Strategic Succession: Unlocking ESOPs, Alternatives, And Purpose Trust Options

Whether they go under names such as ESOPs, Purpose Trust Option Strategies, or other monikers,...

Philanthropy
6 May 2024

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...

Legal
3 May 2024

Divorce: Planning, Investing For A Positive Outcome

The authors talk about the importance of assembling high-quality advice, the different kinds of...