Private Wealth

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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...

Billionaire Steve Cohen Has A Plan To Become The King Of Queens

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Steve Cohen likes to boast that he’ll spend whatever it takes to win. He did it over three decades building his $27...

Socialist Wave Sends Money Flying Out Of Latin America

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At the four-star Hotel Estelar la Fontana in Bogotá, a hundred wealthy Colombians are learning how to send their money to the U.S.—and fast...

Hamptons Luxury-Home Prices Soar To Records Even As Sales Slow

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Luxury-home prices in New York’s Hamptons soared to record highs in the first quarter.Sales in the top 10% of the market were completed at a median of $8...

Freddie Mercury’s Worldly Possessions Will Be Sold At Auction

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This September, Sotheby’s London will host an expansive sale from the late pop superstar Freddie Mercury, with an estimated 1,500 items to be sold over the course of six auctions...

Building A Multi-Million-Dollar Business Empire With Your Spouse

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Dave Liniger is the co-founder and chairman of RE/MAX, the Denver-based global real estate company franchise that he co-founded with his wife Gail in 1973...

Divining The Investible Truth Through Unparalleled Insights And Data

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Todd Willits is the CEO of EPFR, an international financial data company dedicated to tracking asset flow and allocation data for investment vehicles worldwide...

BetaNXT: The Future Of Connected Wealth And Their Recent Acquisition Of Mediant

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Stephen C. Daffron serves as the chairman and chief executive officer of BetaNXT, a Motive Partners portfolio company, where he is also a member of the board of directors...

Delivering Context On Bitcoin Cyclicality

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Todd Groth is head of index research at CoinDesk Indices. He has over 10 years of experience involving systematic multi-asset risk premia and alternative investment strategies...

How To Supersize Your FDIC Insurance

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Services that spread money between networks of insured banks to get above the $250,000 limit are getting new attention.

How Rich Is The U.S. Supreme Court?

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The nine U.S. Supreme Court justices in total are worth at least $24 million. Or it might be closer to $68 million. It’s impossible to get more specific than that...

How The New IRS 10-Year Plan May Affect Wealthy Clients

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Advisors say those who earn more than $400,000 per year may need to think carefully about their tax strategies.

Beware The Multi-Family Office Bait-And-Switch Tactic

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There is NO question that a majority of the wealthy and more so the ultra-wealthy prefer working with multi-family offices as opposed to other types of providers...

A Shakeout Among Private Placement Life Insurance Providers Is Coming

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Private placement life insurance (PPLI) has become a significant and well-used financial solution among the ultra-wealthy and leading single-family offices...

How Leading T&E Lawyers Source Ultra-Wealthy Clients

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Among all professionals including trusts and estates (T&E) lawyers, there is tremendous competition for ultra-wealthy clients who are defined as having a net worth of US $30 million or more...

Why Wealth Management Is Needed Before And After The Sale Of A Business

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It takes a great deal of time, effort and brains to build a successful privately held company...

Investors Can Pick The 'Hot Spots' In International Real Estate, Consultant Says

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Investors who bemoan that fact that they didn’t get in on real estate investments in the United States in the past should look overseas today in areas where they can get in on the ground floor...

U.S. Women Now Make As Much Or More Than Men In Half Of Marriages

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In almost half of opposite-sex marriages in the US, women now earn at least as much or more than their husbands...

Charles Schwab's Top Investor Exits $1.4 Billion Stake, FT Says

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A top investor in Charles Schwab Corp. sold its entire $1.4 billion stake in the brokerage during last month’s US banking turmoil, according to Financial Times...

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