Guest Article Archive
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,...
Exploring Donor-Advised Funds And Private Foundations
The author of this article considers the benefits, features and potential pitfalls involved in...
The Next Frontier For RIA Mergers And Acquisitions
There is a growing trend of multi-family offices and registered investment advisors (MFOs, it...
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...
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...
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...
Strategic Succession: Unlocking ESOPs, Alternatives, And Purpose Trust Options
Whether they go under names such as ESOPs, Purpose Trust Option Strategies, or other monikers,...
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...
Divorce: Planning, Investing For A Positive Outcome
The authors talk about the importance of assembling high-quality advice, the different kinds of...
Unmasking Self-Dealing: Navigating Pitfalls of Private Foundations
One of our editorial board members looks under the hood of private foundations, their uses, and...
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...
How To Manage New Alternative Assets
There is no such thing as "one-stop investment shopping" any longer, the writer of this article...
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...
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...
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...
A Walk Around Executives’ Deferred Compensation
This guest article considers a variety of long-term compensation models in management roles in...
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...
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...
CRM In Wealth Management – Friend Or Foe To Bespoke Customer Experience?
The linkage between client relationship and wealth management can unveil new strategies which...
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. ...
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