News, Comment & Analysis results for CMS
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
Family Office Sector Wants More Alternative Investment; Loves Infrastructure
There's been a steady drumbeat of talk about how wealth managers, including family offices, are
Family Harmony By Design: Introducing The "Relational Steward"
The following article from experts on family governance and related issues explains a concept –
College Admission Questions That Keep HNW Families Awake At Night
The choice of school is a "pivotal" inflection point in people's lives, with a number of
UBS Names San Diego Region Market Directors
For all its travails as a state, California and its wealth creation engines of entertainment, tech,
The Family Office Trap: When Doing Too Much Does Harm
Family offices are sometimes in danger of making the mistake of "overserving" their clients, so the
Tips And Cautionary Tales From Estate Litigation Hell
The human and emotional realities of steering an estate through litigious waters are not well
Wealth Management, AI And Value Of Human Oversight
Specific roles in finance remain firmly in the hands of people – and there are risks of
Cyber And Physical Risks: A Guide For Family Office Managers
Here is another of the conversations that featured in this news service's recent forum about
Net Income Rises At Citigroup In Q2 2025; Wealth Revenues Shine
Among the details, the US lender said its private banking and wider wealth results showed growth on