News, Comment & Analysis results for Definiti
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.
Vigilance Secures Stewardship: Risk Management in Family Offices
Risk management is the "daily discipline" of stewardship when it comes to family offices. An author
Why Impact Investing Is Becoming A Family Office Governance Question
The author argues that impact investing is not about aligning with values – the real issue is