Real Estate
September 15, 2023

Big Trend On Campus – The Rise And Resilience Of Student Housing 

The writer here gives an upbeat view on the case for investing in student housing. ...

Strategy
September 6, 2023

Navigating Health, Wealth In Today's World – Part 1

Navigating the healthcare system for HNW individuals and families can sometimes be complex and overwhelming. Wealth advisors must understand how the worlds of health and wealth overlap and integrate.  ...

Company Profiles
September 1, 2023

"Social Fitness" Of Wealthy Families – Why It Matters

A measure of how well people assess, build and make the most of relationships with others, such as family members, is at the heart of a business that focuses on making HNW families work together more strongly â€...

Legal
August 30, 2023

Learning The Legal Lessons From “Succession�

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...

Wealth Strategies
August 23, 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to New Mountain Capital about the benefits of holding floating-rate credit exposures and how this can work to investors' advantage when rates have been rising, as they have recently. ...

Alt Investments
August 17, 2023

EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane

Brian Gildea, managing director and head of evergreen portfolios at private equity firm Hamilton Lane shares his insights into whether private equity and other private market alternatives can tap into the high...