News, Comment & Analysis results for PAG

People Moves
January 28, 2025

Global Head Of Citi Private Bank To Depart; Other Changes Made

There have been a number of changes across the private banking and wealth side of the US bank. The

Tax
January 23, 2025

OPINION OF THE WEEK: Trump Squashes Global Tax Harmonization

In his flurry of edicts, President Donald Trump has pulled the US out of a global minimum corporate

Strategy
January 20, 2025

Five Trends In Luxury Lifestyle And Travel Management For Family Offices

This article looks at a business specializing in luxury travel and lifestyle – Maison Benjamin

Family Business Insights
January 15, 2025

BOOK REVIEW: Exit Rich Beyond Money, By Noah Rosenfarb and Peter Culver

Brimming with actionable ideas, the book is aimed at people contemplating selling, floating or

Alt Investments
January 9, 2025

Collectibles As Alternative Safe Haven: Risks, Estate Planning Strategies

Collectibles such as fine art, rare classic cars or wine have their own appeal beyond monetary

White Papers
December 18, 2024

Family Office Fintech Summit – The Report 

As part of the value given to those involved in the summit and who want to find out more, we carry

Technology
December 3, 2024

Evolving AI Use Cases In Wealth Management – The View From Broadridge

From AML controls to personalizing the client experience, the use cases for AI are hot topics for

People Moves
December 2, 2024

Summary Of North American Wealth Management Moves – September 2024

A September roundup of North American wealth management moves. Prominent stories included changes

Philanthropy
November 26, 2024

TIFIN Give Enhances Donor-Advised Funds Channel

The firm says the offering enables donors to take a more hands-on approach to their philanthropic

Art
November 18, 2024

Art As Alternative Investment: Technical Aspects Of Ownership, Maintenance, Planning, And Sale

The author, who is a regulator contributor to these pages, says that with planning and advice, the

Comment & Analysis results for PAG