News, Comment & Analysis results for CMS
How To Help Grandchildren Afford College
Senior family members can help grandchildren in a numher of ways, for example, by paying for
Cultural Assets: Building Next Alternative Category For Wealth, Family Offices
As family offices increase alternative investment exposures, averaging 44 per cent, a panel at the
Doing Well Through Doing Good: Investing In Rare Disease Drugs
A panel examines what happens when people have what is called "patient capital" and how it can be
Oil And Gas As A Real Asset Strategy
This article explores the benefits to HNW individuals of investing in oil and gas to produce cash
Billionaires' Total Wealth Rises, Continue To Eye Relocation – UBS Study
The study drills into wealth transfer trends, the nature of what billionaires invest in, their
AI Technology Meets Humanity In Next-Generation Wealth Stewardship
A new segment from this news service’s recent family office investment summit in New York City.
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
Laird Norton Wetherby Continues Leaning Into ESG
This publication recently interviewed the multi-family office about its views on ESG/sustainability
Sophisticated Philanthropy Vital For Long-Term Wealth Transfer
The author of this article points out that philanthropy is undoubtedly becoming increasingly
The New Risk Asset – Why Compliance Belongs In Every Financial Plan
Compliance is now a risk factor in its own right that financial planners and investment businesses