News, Comment & Analysis results for Elements
CLO Equity: Where Complexity Meets Opportunity
The author of this article takes a dive into the world of what are called collateralized loan
A Strategic Guide To Pre-Transaction Planning: A Family Offices Roadmap
This author describes a route for families and principals preparing for a liquidity event such as
Helping Families Manage Complexity – The UHNW Institute's "AIM Framework" Explained
The new framework sets out the process, skills, and tasks that advisors – and families – must
Citi Wealth Lifts Lid On Its Private Aviation Finance Model
The US firm talks about how it applies a wealth management sensibility to working with clients
Domestic Vs Offshore Asset Protection Trusts: Essential Strategies For UHNW Clients
When it comes to protecting assets, people must grasp important differences in how certain types of
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
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
How To Save Artists, Collectors From Fake Buyers And Fraudsters
Fraud, fakes and misattribution of fine art – a guide for avoiding problems.
New Cleveland-Based Wealth Advisor Launches Firm
The newly-launched firm takes a more "customized" approach to managing clients' money at a time
Cultural Assets: A New Frontier For Family Offices, UHNW Clients
Cultural assets – a term ranging from sport to music – form increasingly significant elements