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Private Wealth

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Ultra-Rich Investors Ready To Put Cash To Work, Goldman Says

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For the ultra-wealthy—those with at least $500 million in assets—2023 is all about being “risk-on,” with cash off the sidelines and put to work in public and private equity investments,...

New York’s Empty Office Buildings Lure Rich Families Hunting Bargains

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Manhattan’s commercial real estate market is reeling, offices are sitting partially empty and rising interest rates threaten to bring widespread defaults...

IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts

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Advisors say the ruling could interrupt tactics favored by many tax planners.

Why Women Should Not Ignore Prenups And Postnups

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Women out of the workforce might still need the protection of these agreements later.

Powerful Ways To Help Accountants And Attorneys Excel

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The most effective way to garner new high-net-worth clients is through referrals...

How Wealthy Parents Address The Problems Caused By Their Over-Privileged Children

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An increasing number of children from wealthy families are acting “bad.” Sometimes they engage in various forms of immoral and illegal activities ranging from drug use to violence...

Leveraging Mass Media To Reach High-Net-Worth Prospects

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Nick Stenger is the CEO and founder of Stenger Family Office. The Stenger family has been in Naperville for over 175 years...

The Wealthy Are Becoming Better Consumers Of Financial And Legal Services

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For all financial and legal professionals, the wealthy, defined as individuals and families with a net worth of US $10 million or more, are their “ideal” clients...

Dynasty Financial Partners Launches Investment Bank

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Dynasty Financial Partners, the St. Petersburg, Fla.-based support network for independent advisors and RIAs, is launching its own investment bank...

Pathstone Buys $2B Texas RIA Brainard Capital

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Englewood, N.J.-based Pathstone announced today that it has acquired Austin, Texas-based registered investment advisor Brainard Capital...

Why Clients Give To Charity (How It Can Lead To Business)

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Are Americans generous? Yes!  Here’s a surprising figure: According to Define Financial, Americans give seven times more to charity than Europeans...

Taxing Wealthy Dynasties Seen Backfiring In States Like New York

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Billionaires are more motivated to move out of places with estate taxes as they get older, a new study says.

Treat A Family Office Like A Business

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If you have a family office, you want to do more than simply get better investment returns.

Estate Planning Strategies For Gen Z Beneficiaries

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Estate plans are frequently designed to create a legacy that extends beyond a single generation...

IRS Warns Of Tax Scams That Target Wealthy

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Some of the schemes involve charitable remainder annuity trusts.

Going All-In On America First

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Omeed Malik is at the forefront of championing the Patriotic economy as the chairman and CEO of Colombier Acquisition Corp. (NYSE: CLBR), a special-purpose acquisition company...

Pictet Asset Management U.S. Expansion: A Sustainable Vision

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Elizabeth Dillon has more than 20 years of experience at Pictet Asset Management, a pioneer in the independent wealth and asset management industry, and a heritage spanning more than 200 years...

Igniting A Compassionate Movement Against Animal Abuse

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Nina Jackel is a journalist and activist known for effecting change for animals worldwide through her non-profit media organization, Lady Freethinker (LFT)...

Ultra-Wealthy Entrepreneurs Play The Long Game For Astounding Success

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Many factors go into creating a great company and building significant personal wealth. One determining factor is the need to “play the long game...

Miami’s Luxury Rent Surge Means Your Money Goes Half As Far

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Renting luxury space in Miami, Dubai and Singapore has gotten a lot more expensive in the past three years...

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