Guest Article Archive
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...
Using Investment Property Wealth Management To Attract HNW Clients
The CEO and founder of a US-based real estate business that harnesses technology talks about how...
Navigating Health, Wealth In Today's World – Part 1
Navigating the healthcare system for HNW individuals and families can sometimes be complex and...
Custodian Or Creator? The Many Nuances Of The “Rising Gen” Of Wealth
A barely conceivable $53 trillion of wealth is held by Baby Boomers, who are passing on and whose...
Gauging An Estate Plan’s Success
What tests should be run on estate plans to ensure that they work when times get tough? This...
Toxic Loyalty In Family Offices: Risks, Practical Solutions To Remain A Healthy, High-Performing Organization
If loyalty is what we all strive for, which has tremendous personal benefits and business...
Planning For Estates That Contain Firearms
Firearms come with a variety of obligations and responsibilities, including legal ones. In the US,...
How To Plan For A Successful Implementation
Selecting software can be a long and exhausting journey. The author of this article, who also joins...
Art Market Goes Digital: Risk, Opportunity, And Regulatory Concerns For Wealth Managers
The authors argue that while NFTs offer exciting opportunities for investment, they also present...
Your Legacy: Why Inventories Are Essential Now And For Future Generations
"Fail to plan, plan to fail" is a motto that applies to much of life. One aspect of planning is...
AI Isn’t Taking Over Family Offices But Should Have Seat At The Table
When wealth managers think about AI they should frame the decision on how it can make their...
Embedded Family Offices: Inherent Risks And Practical Solutions To Mitigate Those Risks
Embedded family offices are the most common type of family office across the globe, but often the...
Changing Domicile For Tax Purposes Is Beneficial If Done Correctly
Changing a domicile can enhance the quality of life but needs to be planned carefully to avoid...
The Household Management Gap: An Opportunity To Ease Families’ Everyday Frustrations
The chaos that comes with managing a complex household is an everyday source of frustration, in the...
How To Defer Or Avoid Taxes When Gifting Or Selling Art
The author of this article examines the advantages of certain trust structures to ensure that those...
Market Stability Vs Interest Rates: Examining Today’s CRE Investment Environment
Historic data shows commercial real estate (CRE) is still a viable investment asset class, but in...
Alternative Investment Software – A Tour Around The Territory
This guest article, issued ahead of our September 13 fintech summit in New York this year, casts an...
How To Retain Clients During Great Wealth Transfer
The unfolding inter-generational transfer of wealth from Baby Boomers to their descendants presents...
Do Personal Lines Policies Insure Trustees?
What sort of insurance should trustees have, and how should they think about this subject? What...
Strategies To Win Over HNW Clients In A Crowded Market
The author argues that advisors can stand apart from competitors by focusing on the people first,...
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