Strategy
June 24, 2025

The Beautiful Game: How Citi Wealth Works With Sports Team Owners

With multi-millionaires and billionaires spending huge amounts on sports teams in the US and overseas, this has become a significant banking opportunity. We talk to Citi Wealth, part of Citigroup, and its head o...

Family Office
June 5, 2025

A Finger On The Pulse: Squire Patton Boggs' Family Office Practice

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector and how the team of experts at the law firm see challenges and opportunities unfolding. ...

Wealth Strategies
May 2, 2025

A Powerful Investment Most Investors Overlook: Paying Less Tax

Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...

Wealth Strategies
April 30, 2025

Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success

Among the points made here is that investors sometimes don't realize that managers get paid bonuses even when their clients lose money. This, and other points about the need to set expectations, for example, is ...

Strategy
April 9, 2025

How Wealth Business Can Successfully Grow - The "Rainmaker" Formula

At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...

Strategy
April 8, 2025

Miami Wealth Managers: How We Work With Latin Clients

In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...