Private Wealth

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Offices Across America Must Be Torn Down, Says Investor Who Won Big In 2008

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Kyle Bass has some advice for real estate investors. Tear it down...

Blackstone Raises More Than $30 Billion For Giant Real Estate Fund

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Blackstone Inc. has closed on its largest global property drawdown fund, targeting opportunistic deals across sectors such as rental housing, hospitality and data centers. The company secured $30...

Arnault's Wealth Soars To $210 Billion, Leaving Musk In The Dust

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Bernard Arnault, the world’s richest person, is solidifying his lead over second-ranked Elon Musk. The luxury tycoon is selling more expensive goods, while the Tesla Inc...

What It Takes To Connect And Work With The Ultra-Wealthy

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An entrepreneur sold his company for about $50 million U.S. after taxes...

Why You Want To Write An Ethical Will

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For the most part, a will only deals with legal concerns. Having a will is usually essential and it’s regularly part of your more comprehensive estate plan...

A Deeper Look At Active Management

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Tim Paulin, CFA, is the senior vice president, of investment research and product management at Touchstone Investments. His experience in the financial services industry dates to 1986...

Economic Uncertainty Calls For Alternatives

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Lara Rhame is chief U.S. economist for FS Investments, a $35 billion alternative asset manager. She is responsible for analyzing developments in the global and U.S...

Bernard Arnault’s Fortune Soars Past $200 Billion For First Time

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Bernard Arnault’s net worth exceeded $200 billion for the first time, making him just the third person ever to reach such heights of personal wealth...

Wealthy Clients Had Better Plan For Changes To 2017 Tax Law

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Taxes will figure big in 2024, a major election year – and the year before the potential sunset of some provisions of the Tax Cuts and Jobs Act (TCJA) at the end of 2025...

How Wealthy Clients Can Address Income-Based Phaseouts

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Advisors say there are ways to deal with the penalties endured by wealthy taxpayers.

Manhattan’s Wealthy Home Buyers Lured Back By Luxury Price Cuts

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Well-off Manhattan home buyers, shrugging off bank collapses and recession fears, are finally finding some value in the luxury market...

Blackstone's BREIT Saw $4.5 Billion Of Withdrawal Requests

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Blackstone Inc.’s $70 billion real estate trust for wealthy individuals faced higher withdrawal requests in March and restricted redemptions for a fifth straight month...

Hamptons Home Prices Fall For The First Time Since 2019

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The median home sale price in the luxury Long Island enclave fell 7.6% in the first quarter.

Is ChatGPT The Death Of The Estate Planning Profession?

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The value of hiring an estate planner is not in the documents, but in the planning.

Leadership Challenges In 2023

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Part battle-savvy boardroom consigliere, part player-coach, part modern-day renaissance man, Michael J. Boydell has been the X factor behind the winning moves of elite-level performers for 20+...

Bear Markets And Hedging To Protect Portfolios

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John Del Vecchio manages short-only portfolios and serves as a principal and portfolio manager for Ranger Alternative Management LP (“Ranger”), which sub-advises the Ranger Equity Bear ETF...

How UMA Capabilities Are Driving Innovation In Portfolio Management

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David Gordon is SVP of direct indexing at Vestmark, a technology and services company dedicated to helping wealth managers deliver personalized, multi-asset investment solutions to retail...

Bringing A 21st Century David Versus Goliath To ETFs

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Brad Roth is CIO and founder at THOR Financial Technologies...

Family Offices See Opportunity In Wealthy, Under-Served France

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France’s wealthiest citizens were relatively late in creating family offices and some still don’t even know they exist...

Scion Of $64 Billion Media Dynasty’s Firm Rides Out SVB Turmoil

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Don Butler became a prolific backer of Silicon Valley startups over the past two decades managing part of the multibillion dollar fortune for the dynasty behind Thomson Reuters Corp...

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