Guest Article Archive
The Giving Portfolio: Why UHNW Families Must Move Philanthropy Beyond The Checkbook
The author of this article, an expert in areas of philanthropy and impact, says that she...
IPO Class of 2026: The Liquidity Perspective Advisors Need
A question that investors and their wealth advisors must pose is what sort of market is it if...
Private Placement Life Insurance: When Family Offices Gamble With Tax Advantages
A failure to stress test PPLI policies against shifts in financing rates, as well as understand...
The Future of Private Credit is Already Here
This article comes from the Family Wealth Report Family Office Investment Forum 2026 in New York. ...
Benefits Of Investing In Rare Disease Drugs - An Outline
A panel debate entitled “Doing Well Through Doing Good: Investing in Rare Disease Drugs” at the...
The Illusion Of Ownership In Aggregator Models: Ownership Structure Matters More Than Ever
There are many wealth management firms that are being established, using different business models...
Trust Is A Wealth Management Differentiator In An AI World
This article argues that regulated wealth management requires enterprise-grade AI with clear...
Tokenization, Private Markets, And The Democratization Illusion
A regular guest writer and prominent figure in wealth management thought leadership and development...
Why Impact Investing Is Becoming A Family Office Governance Question
The author argues that impact investing is not about aligning with values – the real issue is...
The Upcoming Uranium Supply Crunch
Over the past two years, the positive narrative around uranium has been driven almost entirely by...
The Hidden Compliance Risk Inside Your Clients’ Operating Companies
While family offices focus on investment strategy, tax efficiency, and wealth transfer, a federal...
Strategies To Transfer “Superfluous” Assets Without Estate Tax Hit
Working out which assets are truly superfluous can be harder than one might think, the author of...
Why Seamless Capital Movement Should Become Wealth Management Priority?
The author of this article argues that the ability to move capital efficiently has become as...
Protecting Family Offices From Emerging Cyber Threats
A regular writer, financial industry veteran and business school lecturer talks about the...
Estate Tax Overhaul Alert: How S 4196 Could Reshape HNW Wealth Transfer Planning
A regular author in these pages explains an important proposed piece of US legislation that...
The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted
The author of this article argues that a mature approach to thinking about conflicts of interest is...
Liquidity: The Quiet Guardian Of Generational Empires
The author of this article argues that families who master the distinction between money and wealth...
Glamor And Chaos Of Industry Awards – In Conversation With Rachel Fokes
The Basis Point video channel recently talked to our very own Rachel Fokes, global head of...
The Missing Discipline: How Narrative Governance Mitigates Succession Risk
A problem for families is that succession can appear to be far in the distance, but those involved...
Big Shifts In Estate, Trust Mediations
A term that comes out of the philosophy of science can apply to a change in how those who try to...