Latest Comment & Analysis

Trust Estate
August 6, 2021

Wealth, Business Transfer Talks - Starting Is The Hardest Part

We read a lot about "intergenerational wealth transfer" but it is important to note that the most difficult part of the process is even raising the topic. With trillions of dollars at stake, and tax cuts almost ...

August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not let "the tax tail wag the investment dog." ...

Emerging Markets
August 3, 2021

Chinese IPOs In US Boom, But Regulatory Frictions Loom - Editorial Comment

Ironically, information about the boom time in US-listed IPOs of Chinese firms coincided with reports of how the SEC, along with other parties, is wrestling with Chinese firms and policymakers over disclosures a...

Family Office
July 29, 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including under-reported fraud, as their risk management framework can lag those of regulated peers, so the writer says. It al...

July 27, 2021

Updated Forward Features Calendar For 2021-2022

Here is our updated schedule for feature themes for the next 12 months. ...

Asset Management
July 27, 2021

ETFs Driving Custom Benchmarking Boom

The range of indexes that track markets, themes and specific sectors continues to mushroom. New forms of financial engineering give wealth managers new ways to tap into a business area, and customized benchmarks...

Latest News

September 21, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1

This is the first half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...

September 21, 2021

Allianz Top Executive Mulls Early Departure Amid US Probe - Media

As previously reported, US authorities are probing funds run by Allianz that used complex options strategies to make money but incurred big losses amid the pandemic in February and March 2020. ...

Trust Estate
September 20, 2021

As Inflation Worries Grow, Time For Charitable Lead Trusts?

The author of this article examines what tools wealth managers working with HNW clients can and should use to handle worries about inflation. ...

People Moves
September 20, 2021

Who's Moving Where In Wealth Management? - Gresham Partners

The latest senior moves in the North American wealth management industry. ...

M and A
September 20, 2021

Tiedemann, Fellow MFO Nearing Merger Deal, Plan SPAC - Media

Alvarium Investments, based in London, declined to comment. This news service has contacted Tiedemann and may update in due course. As of the time of writing, it has not commented. Such a deal would, if it came ...

Family Office
September 20, 2021

Returns Vs Values: Impact Investing Challenge For Family Offices

What sort of approaches should family offices employ when it comes to impact investing, an approach that has gained ground in recent years? This publication attended an NYC conference where speakers hashed out t...