News, Comment & Analysis results for Archive

Philanthropy
June 11, 2025

How Philanthropists Can Keep Their Cool In Volatile Times

We talk to an expert on philanthropy at a US-based wealth management firm about the demands of

Family Office
June 10, 2025

Redefining Holistic Family Office Services

Demand for family office services grows, but there is a risk that firms are over-extending

Alt Investments
June 10, 2025

Hedge Funds Increasingly Join The Private Markets Party

An international study takes a microscope to what issues are top of mind for hedge funds, and finds

Real Estate
June 10, 2025

Private Clients Must Navigate Commercial Real Estate As Capital Demand Rises

With owners of private capital, such as HNW and UHNW families, increasingly involved in commercial

People Moves
June 10, 2025

Who's Moving Where In Wealth Management? – FinServ Foundation, Gateway

The latest moves, appointments, and personnel changes in the North American wealth management

Comment & Analysis results for Archive

Strategy
September 18, 2023

The Wealth Spiral – How To Stop It

A newly-enriched person can face an upward "spiral" of wealth – and the responsibilities that

Real Estate
September 15, 2023

Big Trend On Campus – The Rise And Resilience Of Student Housing 

The writer here gives an upbeat view on the case for investing in student housing.

UHNW Institute
September 5, 2023

In Conversation With Authors Of "Wealth 3.0: The Future Of Family Wealth Advising"

There is a new way of thinking about wealth, its responsibilities and challenges that advisors must

Company Profiles
September 1, 2023

"Social Fitness" Of Wealthy Families – Why It Matters

A measure of how well people assess, build and make the most of relationships with others, such as

Legal
August 30, 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire