Guest Article Archive
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. ...
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...
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...
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...
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...
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...
AI And Estate Planning For Digital Assets
How are the technologies around AI, digital assets and other areas affecting considerations around...
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