Guest Article Archive

Trust Estate
11 March 2024

Unmasking Self-Dealing: Navigating Pitfalls of Private Foundations

One of our editorial board members looks under the hood of private foundations, their uses, and...

Strategy
14 February 2024

Adaptive Governance For “New Wealth” vs “Old Wealth” 

Whether wealth is old or new, top-notch governance for families is essential. The authors of this...

Alt Investments
12 February 2024

How To Manage New Alternative Assets

There is no such thing as "one-stop investment shopping" any longer, the writer of this article...

Technology
5 February 2024

How Quantum Computing Will Change Everything

The author of this article argues that while it might be early for quantum computing to be a tool...

Technology
5 February 2024

With Growth Of AI In Wealthtech, Need For Accurate Data Rises

With AI changing sectors such as banking, wealth management and financial services, it is essential...

Real Estate
31 January 2024

Charting Where US Commercial Real Estate Is Headed

The commercial real estate market – or parts of it – were beaten up in the past two years as...

Strategy
19 January 2024

A Walk Around Executives’ Deferred Compensation 

This guest article considers a variety of long-term compensation models in management roles in...

Strategy
4 January 2024

Navigating Healthcare For UHNW Clients: A Global, Domestic Perspective

Here is the final article in a series from a firm helping wealthy individuals and families wrestle...

Strategy
21 December 2023

Understanding Rights, Responsibilities; Navigating Evolving Clinical Healthcare

This is the 11th and 12th article in a series about the ways HNW individuals should think about...

Technology
19 December 2023

CRM In Wealth Management – Friend Or Foe To Bespoke Customer Experience? 

The linkage between client relationship and wealth management can unveil new strategies which...

Strategy
13 December 2023

Enhancing Healthcare Decision-Making: Harnessing Online Resources For Family Offices, HNW Advisors

This is the ninth in a series about the ways HNW individuals should think about healthcare. ...

Strategy
11 December 2023

Navigating Medical Appointments: A Guide For Family Offices, HNW Advisors

This is the sixth in a series of articles about healthcare and health management increasingly...

Strategy
29 November 2023

The Vital Role of Specialists for Family Offices, HNW Advisors: Navigating The Landscape

This is the fifth in a series of articles about healthcare and health management increasingly...

Art
28 November 2023

Unlocking The Value: Art Appraisal For Gift And Estate Tax Matters

The development of art as not just a form of personal enjoyment and expression, but as a...

Strategy
9 November 2023

The Importance Of Scheduling Preventive Screenings, Check-Ups For HNW Individuals And Family Offices

This is a fourth in a series of articles about healthcare and health management increasingly...

Strategy
1 November 2023

Keep Track Of Medical Records: Guidance For Family Offices, HNW Advisors

This is a third in a series of articles about healthcare and health management increasingly...

Trust Estate
4 October 2023

AI And Estate Planning For Digital Assets

How are the technologies around AI, digital assets and other areas affecting considerations around...

Strategy
3 October 2023

Big Transitions: Eight Exit Archetypes Every Company Founder Must Know

The author of this article examines a range of exit phases and strategies that business founders...

Practice Strategies
2 October 2023

Navigation Of Health, Wealth In Today’s World: Part 2

This is a second in a series of articles about healthcare and health management issues -...

Trust Estate
12 September 2023

Five Reasons Why AI Should Not Be Used To Draft Estate Plans

Does it make sense to try and use AI tools for estate plans? The author of this article suggests...