Latest Comment & Analysis
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not always fully understood. In the second article in a series, the author looks at important considerations for people ...
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the post-M&A integration blues. ...
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Latest News
Wealthfront Launches IPO Roadshow
The digital wealth management firm has been pondering the next stage of its development for some time. ...
The Positive Aspects Of COP30 – Wealth Managers
After the 30th United Nations Climate Change Conference in Belém, Brazil took place from November 18 to 21, two wealth management firms discuss in an interview with this news service why they are quite positive...
Swiss Private Bank Predicts Soft Global Growth; Gold Opportunities
Swiss private bank Lombard Odier has released its "Outlook 2026" this week – an overview of the bank’s macroeconomic expectations and investment convictions for what may prove another volatile year. ...
Going Direct: The Evolution Of Family Office Private Market Investing
Here is another of the segments from this news service’s recent family office investment summit in New York City. ...
Sophisticated Philanthropy Vital For Long-Term Wealth Transfer
The author of this article points out that philanthropy is undoubtedly becoming increasingly integrated as part of a family's overall wealth and governance strategy, and explores some of the ways this plays out....
Forward Features Schedule For 2026
This news service's forward features calendar for 2026 sets out what the editorial team will be looking at in coming months. ...