News, Comment & Analysis results for Apple
Legal, Insurance, And Technology Strategies For Family Office Protection
We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges
Africa: A New Landscape For Family Office Investing
This article sets out the main reasons why family office investors need to take Africa seriously.
Equity Concentration Risk And How To Solve It: Another Look
Concentration risk in portfolios is at high levels, and the recent market selloffs have focused
What Advisors Need For Competitive Landscape
We talk to Ameriprise about talent management, recruitment and how advisors seek to enhance their
Benefits, Caveats Of AI Adoption In Spotlight At Family Office Fintech Forum
We report in the first of two articles about discussions held at the family office fintech forum,
Setting The Scales On AI: Rebalancing Risk, Staying Open To Opportunities
Given that "Big Techs" have often fed into, and benefited from, the excitement generated by AI, the
The Critical Piece Of Estate Planning Many Families Overlook
As the author asks, the market is full of talent advisors, tax professionals and attorneys, but
UHNW Institute Symposium – Full Report
Here is the complete report from the Institute's Symposium, held in New York in November last year.
Choosing A Charitable Vehicle – A Walk Around The Territory
A range of factors need to be considered when deciding whether to use a donor-advised fund or a
How Investors Tap Into Space Economy Under Trump 2.0
The author here considers some of the large opportunities – and a few risks – associated with