Guest Article Archive
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...
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...
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 -...
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...