News, Comment & Analysis results for Sage
Big Shifts In Estate, Trust Mediations
A term that comes out of the philosophy of science can apply to a change in how those who try to
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a
From Frameworks To Practice: Building The UHNW Firm Of The Future
Here is a detailed account of the UHNW Institute Symposium, held in New York last November to
Regulatory Fines Down In The US In 2025 – Fenergo
Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management
How Philanthropy Builds Legitimacy, Unity In Family Business Succession: Part One
The article notes that the families benefiting the most from philanthropic planning treat it as far
Wealth Managers See Little Near-Term Venezuela Impact; Eye Oil, Defense Implications
The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the
Widening Private Market Access And Demand For Alpha – Implications For Fees
We talk to the founder and CEO of a four-year-old fintech that works with RIAs, family offices and
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal
AI In The Family Office: Lessons For Asset, Wealth Managers
This report – one of several – from the investment summit in Manhattan last month recounts
Going Direct: The Evolution Of Family Office Private Market Investing
Here is another of the segments from this news service’s recent family office investment summit