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News, Comment & Analysis results for Patriotic Millionaires

Tax
July 2, 2026

Billionaire Ballot Battle: Tax Issues Loom Over US’s 250th Birthday

Debates about reducing inequality of income and wealth on one hand, and the dangers of the impact

Tax
February 23, 2026

Mitigation Strategies Surface As Wealth Tax Battle Heats Up

A possible wealth tax in California is a controversial topic that has lessons not just for the

WM Market Reports
April 4, 2025

Private Clients Prioritize Future Generations’ Financial Safety

STEP – the industry group for trust and estate practitioners worldwide – has issued a report

Philanthropy
June 5, 2023

Opinion Of The Week: Advising Philanthropists – It's Harder Than You Think

A book published this year sets out the ideas and challenges that advisors to philanthropists need

Comment & Analysis results for Patriotic Millionaires

Award Winners

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Argentina Joins Golden Visa Trend

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New Family Office Firm Takes Flight

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

Bahnsen Group Adds Hightower Naples In First Deal

KKR Leans Further Into Funds Administration Play With $5.1 Billion Acquisition

Concurrent Buys Its First Platform Business, Acquires $5.4 Billion In Assets

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