Guest Article Archive
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,...
Bringing Modern Portfolio Theory To Investment Real Estate
The author argues that advisors should grasp the benefits that Modern Portfolio Theory should bring...
Talking To Children About Wealth
Successfully preparing your children for wealth is a lifelong endeavor, not a short-term...
Selling Your Company? Don’t Leave Money On The Table
There's a saying, "Fail to plan, then plan to fail." This applies to how selling a business can go...
Failing Banks: What To Do Now With Cash, Investments?
The author of this article argues that avoiding risks such as the collapse of Silicon Valley Bank...
Helping Clients Use Investment Property For Retirement, Income Diversification
The CEO and founder of a US-based real estate business that harnesses technology talks about the...
INTERVIEW: How Fintech Affects RIAs, The "Mainstreaming" Of Alternative Investing, And More
A frequent contributor to these pages interviews a global fintech firm's head on matters such as...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m