News, Comment & Analysis results for Elements
Great Advisors, Retaining Talent And Serving Families – In Conversation With Michael Zeuner
This news service carries an interview with a prominent figure in family office and wealth
Tech-Human Blend Is Critical In Investment, Wealth Management – BlackRock
As AI and tech play a critical role in investment and wealth management, experts at BlackRock
China's Offshore Flow Clampdown Has Impact – WSJ
China has started to tax offshore trusts as used by wealthy HNW citizens. Authorities have clamped
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called
What Advisors Must Know About Investment-Linked Residency, Citizenship
Citizenship-by-investment and residency-by-investment programs open doors. The question is whether
BNY Wealth Lifts Lid On UHNW Wealth Transfer Readiness, Confidence
Covering topics from financial literacy through preparations for transfer and use of trusts, the
Modern Wealth Management Expands Florida Presence
The Clearwater-based firm adds 18 professionals and deepens Modern Wealth’s presence in a
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
Advising Young Inheritors On Obstacles, Opportunities
Inherited wealth is a responsibility and a gift, requiring guidance for those on the receiving end.
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