News, Comment & Analysis results for Bill
SS&C To Acquire Global Funds Network In $1.0 Billion Deal
One of the largest banking and wealth sector technology firms – based in the US – has agreed to
Private Market Assets In Your 401(k)? Trump Might Put That On The Menu
The move, if it happens, adds another twist to debate on how wide access should be made to private
One Big Beautiful Bill Act: Implications For Family Offices, HNW Investors
Experts at a global law firm examine the main provisions of the recent US tax and spending
US "Gold Card" Program Highlights Fight For International HNW Money
The "Devil is in the detail" when it comes to the proposed "gold card" program to attract wealthy
Legal, Insurance, And Technology Strategies For Family Office Protection
We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges
Massive Wealth Transfer, Sunsets And New Models – Philanthropy In Flux
We talk to Bernstein Private Wealth Management about big trends affecting philanthropy and the kind
Advisors Cautiously Welcome US Accredited Investor Rule Change
At a time when alternative investment access is all the rage – not always without skeptical
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
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
"Obscure" Proposed Tax Measure Gives Wall Street, International Investors The Jitters – Report
The proposed measure calls for higher taxes for individuals and countries from countries whose tax