News, Comment & Analysis results for Archive

Family Office
July 7, 2026

Bezos' Family Office Loads Up On AI Startup Investments - Media

The report said that Bezos Expeditions is now the most active family office investor so far. In

People Moves
July 7, 2026

Who's Moving Where In Wealth Management? - Katten Partner Joins New Miami Office

The latest senior wealth management moves, appointments and personnel changes in North America.

New Products
July 6, 2026

What’s New In Investments, Funds? – Hamilton Lane

The latest news in investment offerings, financial products and other services relevant to wealth

Investment Strategies
July 6, 2026

EXCLUSIVE: European Bank Upbeat On US, Emerging Market Equities, Driven By Tech

As geopolitical tensions ride high, Valerie Genin, head of investments Monaco at Barclays Private

Surveys
July 6, 2026

Botoff Consulting Digs Deeper Into Family Office, UHNW Advisor Compensation Trends

The firm has argued that reliable compensation data, when paired with expert consultants who

Comment & Analysis results for Archive

Trust Estate
August 29, 2025

Administering An Estate With Artworks – Strategic Options

The challenges of managing artworks in estate plans can be complicated and financially – and

Trust Estate
August 25, 2025

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

Legal
August 21, 2025

Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family

The emotional and financial costs of handling estate-related litigation can be severe, and not

Family Office
August 11, 2025

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

M and A
August 6, 2025

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