News, Comment & Analysis results for Max

Investment Strategies
October 8, 2026

For “Quant” Investors, AI Is A Major Advance, With Caveats – Lazard AM

We talk to one of the portfolio managers at New York-headquartered Lazard Asset Management about

Family Office
October 1, 2026

The Family Office Investment Paradox

The author of the following article notes how private capital becomes more personal and yet also

Strategy
September 29, 2026

Five Questions To Create A Better Private Aviation Strategy

The ways that wealthy individuals, families and business owners use private aviation assets

Practice Strategies
September 21, 2026

The Most Important Planning Happens Long Before A Liquidity Event

The author, at Rockefeller Capital Management, argues that when it comes to business sales, the

M and A
September 3, 2026

Aquiline To Acquire Controlling Stake In Wealthtech Platform Flourish

David Canter, a well-known figure in the wealth management space, who previously led Fidelity’s

Tax
August 10, 2026

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

Statistics
July 22, 2026

ANALYSIS Private Aviation: High-Altitude Barometer For Global Wealth

Private aviation’s rise is also a feature of globalization – the term used to describe the

Technology
June 26, 2026

A Wake-up Call For Family Offices: Protect Clients’ Legacy By Safeguarding Their Wealth, Privacy

An expert in the field of cybersecurity explains major challenges and potential solutions for

Wealth Strategies
June 25, 2026

Beware Emotions, Concentration Risks And Slack Habits After Liquidity Events

Picking through the aftermath of the SpaceX IPO, which took place almost a fortnight ago, one theme

Client Affairs
June 22, 2026

Investment Managers React To Central Bank Rate Decisions

After the Bank of Japan hiked interest rates last week, while the Bank of England, the US Federal

Comment & Analysis results for Max