News, Comment & Analysis results for Definiti
The Family Office Investment Paradox
The author of the following article notes how private capital becomes more personal and yet also
Setting Standards Of Excellence In UHNW Advice
The UHNW Institute provides this update on the work it is doing to drive standards of advice for
New York City’s New Pied-à-Terre Tax – Unresolved Questions
The luxury second-home tax in New York City is raising questions and a web of technical ambiguities
"Nuclear Verdicts" Aren’t Just A Corporate Problem – They’re A Wealth Management One
The spread of so-called "nuclear verdicts" in court cases – those involving jury awards over $10
OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?
The group editor takes a look at clients’ use of AI and digital tools for getting clued up about
Gray Divorce And Women: Closing The Confidence Gap In A New Financial Chapter
The author of this article notes that divorce among older citizens is not a passing trend. It is a
Preparation Builds Comfort For UHNW Families; Risk Priorities Vary – Study
A survey from among UHNW individuals in the US lifts the lid on the generational differences toward
Private Placement Life Insurance: When Family Offices Gamble With Tax Advantages
A failure to stress test PPLI policies against shifts in financing rates, as well as understand
Oros and Crager: Q&A With RIA Legends Turned Private Market Advocates
Our US Correspondent Charles Paikert sat down this week with Bill Crager (pictured) and Bob Oros to
Deals Of The Day: The Latest In Wealth Management M&A – Accelerated Wealth Partners, Brooklyn Fi
The latest mergers, acquisitions and other corporate actions in the wealth management sector.