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Private Wealth

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Ken Griffin Wants To Stop 'Toxic Waste' Casinos In South Florida

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The Citadel founder opposes a bill allowing gambling venues in his Florida backyard.

Sotheby's Wins Suit By Russian Billionaire Over Art Fraud

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The trial opened a rare window into the mysterious world of high-end art purchases.

Demand-Side Uncertainty Offsets The Risk To Oil Trade Of Middle East Instability

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Financial markets have priced in an assumption that the threat of broader conflict in the Middle East is low.

How Wealth Managers Can Optimize Tax Management All Year Long

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Michael Pass of Maxit discusses some of the biggest pain points for wealth managers when it comes to tax season.

Half Of Accounting Firm Wealth Management Practices Are Unsuccessful

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Many accounting firms' wealth management practices are not achieving the expectations and goals of the accountants.

Chicago's Wealthy Raise $66 Million For Fight Against Crime

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The donors include the Crown and Pritzker family foundations.

Ex-Citi Bankers Target Family Offices Across Americas From Miami

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Their plan is to help single-family offices from Latin America build real estate investment companies.

How To Capitalize On The Great Wealth Transfer

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Millennials are on track to become the wealthiest generation in history.

Post-Sale Business Owners Are Preferred Wealth Management Clients

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According to a survey of wealth managers, the preferred clients are business owners who sold their companies.

Why RIAs Are Dissatisfied When They Sell

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The level of total financial payout is the most critical factor determining satisfaction.

Russia's Oil Revenues Now Come At The Price Of High-Risk Exposures And Dependencies

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Oil exports are crucial to the Russian economy.

Finding The Right Wealth Manager

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It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with them...

Converting Prospects To Clients

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Two factors are essential to generate organic growth successfully. One is connecting with high-quality prospects...

Single-Family Converting To Multi-Family Offices

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For various reasons, many single-family offices have or are opening or considering opening their doors to ultra-wealthy non-family individuals and families...

The Difficulty Of Moving Upmarket

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Upmarket is where clients are wealthier than most of the clients a wealth manager currently works with.These clients are more profitable on a per-client basis...

Chile Deal Seeks To Fast-Track Lithium Production

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Chile's state copper producer Codelco and the country's leading private lithium producer, New York-listed Sociedad Quimica y Minera de Chile (SQM), are thrashing out the details of a...

The Best Wealth Management Business Model For Accountants

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Accountants are increasingly establishing wealth management practices. The choice of wealth management business model makes a great deal of difference to the success of the wealth management...

How Wealth Managers Work Best With Wealthy Philanthropic Investors

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In a 2023 survey of 421 wealth managers, 20% say they regularly bring up charitable giving with their wealthy clients. Another 45% will discuss charitable giving occasionally...

Single-Family Offices Are Exceptional Clients For Leading Private Client Lawyers

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Leading private client lawyers are legal professionals who engage in wealth planning services, including estate and asset protection planning...

How To Consistently Get Client Referrals

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In a survey of 421 wealth managers, half said client referrals are the best way to get new high-quality clients, and 43% said that client referrals resulted in their best five clients...

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