News, Comment & Analysis results for Percent
How to Legally Disinherit Family Members
The recent dramas of Britain's Royal Family highlight the momentous step families may sometime face
When Interest Rates Change – What This Means For Trusts
What are the implications for trusts when interest rates rise and fall? Different trust structures
Affluent US Citizens Give More, Volunteer More, But Participation Slips – BoA Study
The study of philanthropy seeks to unpack the motivations and techniques of philanthropists in the
The New Power Couple: What Happens When She Has The Fortune – Part 2
The second half of an article that explores modern married couples and what happens when the wife
Clients' Loyalty To Advisors Eroding - Avaloq
A new Avaloq wealth insights 2025 report reveals a paradox in wealth management: while trust in
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
The Hot Trends Behind Cresset’s Big OCIO Deal
Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
AITi Global Gets Within Shouting Distance Of $100 Billion Assets Milestone
One of the largest multi-family offices and non-bank wealth management organizations globally, AITi
Estate Planning In World Of Watch Collecting
Where do collections of objects such as wristwatches sit within estate plans? The author of this