News, Comment & Analysis results for Prosperity
Who's Moving Where In Wealth Management? – Cresset, Callan, EisnerAmper
The latest moves, appointments and personnel changes in North American wealth management.
The Imperative Of Governance Is Care
The article inserts the concept of "care" into governance, why it matters and how it contributes to
Liquidity: The Quiet Guardian Of Generational Empires
The author of this article argues that families who master the distinction between money and wealth
Fixing The Skills Gap And Earning Returns – In Conversation With JFFVentures
We talked to the managing partner of an impact venture fund that takes aim at the challenge of
Use New QSBS Rules To Jump Start Succession Conversations
Legislative changes to the US Qualified Small Business Stock rules haven't necessarily gotten much
Family Harmony By Design: Introducing The "Relational Steward"
The following article from experts on family governance and related issues explains a concept –
Summary Of North American Moves In Wealth Management – May 2025
In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,
Getting Wealth Right – So It Doesn’t Go Wrong For NextGens
The authors get into the details of how wealthy people don't become ruled by their money and lose a
Africa: A New Landscape For Family Office Investing
This article sets out the main reasons why family office investors need to take Africa seriously.
Heritage & Horizon: Proven Family Office Principles For Lasting Prosperity
This is a summary of another of the panel discussions held on April 23, in New York at the Family