News, Comment & Analysis results for Realized

Tax
December 15, 2023

Unrealized Gains, Estate Planning: Analyzing The Moore Case And Implications

The author of this article suggests that the outcome of the Moore case could have significant

Real Estate
October 27, 2023

Commercial Real Estate Outlook, Deals, and Risk for Family Offices

Here's an overview of discussions held at this publication's recent family office investment

Alt Investments
October 11, 2023

JP Morgan AM Launches "Evergreen" US Fund

The fund is an example of a shift in the way private market assets are held, favoring an open-ended

Tax
October 6, 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals

ESG
October 4, 2023

How Climate Change Is Impacting Investing

Whatever one's views of specific details, the global climate is changing, and it brings

Philanthropy
September 28, 2023

Foundations Sustained Charitable Efforts In 2022

Foundation Source, a US provider of management solutions for private foundations, has just released

Investment Strategies
September 25, 2023

Preview: Investment Under Microscope In Family Wealth Report Summit

The half-day conference, on October 4 in Manhattan, examines real estate investing and its

Real Estate
September 11, 2023

Using Investment Property Wealth Management To Attract HNW Clients

The CEO and founder of a US-based real estate business that harnesses technology talks about how

Trust Estate
August 22, 2023

Planning For Tomorrow’s Peace of Mind: Considering Letters Of Wishes

Trustees and family members may face numerous decisions in the years ahead as they work to carry

Alt Investments
August 17, 2023

EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane

Brian Gildea, managing director and head of evergreen portfolios at private equity firm

Comment & Analysis results for Realized