News, Comment & Analysis results for Candid
Governance, Succession And AI Weigh On Family-Owned Firms' Minds – Study
The impact of AI, challenges of adopting a more professional management approach, and looking at
Private Markets, Direct Investing And Supply Chains – In Conversation With Leon Capital Group
Almost a year on since Leon Capital Group hooked up with New York-headquartered tech platform
Family Office "Expert Generalist" In Focus, Industry Mulls Long-Term Incentive Trends
The reported comments were heard at a recent panel discussion in New York City, examining a Botoff
Carmignac Favors Moving Assets Outside US
French asset manager Carmignac shares its insights on the economic outlook for the second half of
Protecting Wealth, Achieving Positive Change – In Conversation With R360
This publication recently spoke to the founder and driving force behind membership organization
Trusts As A Tax-Saving Tool: How To Minimize Estate Taxes
This article provides a guide to the wide range of trust models that exist in the US, how they are
Seven Key Asset Management Trends – An Outline
The author of this article looks at seven trends he expects to play out in the world's asset
Private Aviation Investment Taps Rising Wealth Trend
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to
There's A New CEO At Envestnet
There has been speculation on who will be the permanent CEO at the firm since the Bain Capital
Top Artificial Intelligence Concerns For Family Offices
The author of this article, in addressing how family offices should think about AI, says "stay