News, Comment & Analysis results for CMS
Strategies To Transfer “Superfluous” Assets Without Estate Tax Hit
Working out which assets are truly superfluous can be harder than one might think, the author of
Why Seamless Capital Movement Should Become Wealth Management Priority?
The author of this article argues that the ability to move capital efficiently has become as
Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers
A recent court case concerning a small European financial center raises questions on how robust
How The Sixth Level Framework And Belonging Hold Family Offices Together
The article explores on the qualities that hold members of family offices together in the face of
Wealth Firm With $2.4 Billion Client Money Launched
The new business is supported by the platform of Dynasty Financial Partners, with Goldman Sachs as
Estate Tax Overhaul Alert: How S 4196 Could Reshape HNW Wealth Transfer Planning
A regular author in these pages explains an important proposed piece of US legislation that
Putting Private Market Investments Into 401(k) Plans – A Potential Risk Too Far?
In this article, the author argues that without rigorous fiduciary oversight, education and
The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted
The author of this article argues that a mature approach to thinking about conflicts of interest is
Ousted Tiedemann Fires Back In Battle For AlTi Global
The CEO of AlTi Global has been replaced, while filings show that Michael Tiedemann had been
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth