Climate change is inescapable even for high-net-worth individuals (HNWIs). Its effects are forcing both short- and long-term decisions on HNWIs and their family offices. In the short ...
Will the son of a billionaire perpetuate his inherited wealth? Apparently not, if history is any guide. In fact, there is strong evidence that most “rich families” will be poorer ...
We are bearing witness to a remarkable demographic revolution in developed nations — the unprecedented aging of our populations. One in six Americans were over the age of 65 at the ...
Should retail investors have access to the full spectrum of alternative assets? This question inspires spirited debate among investment professionals and regulators. Illiquidity is ...
Family offices have evolved significantly from their origins as closely held structures for wealth management. Today, they are complex organizations facing an ever-changing landscape ...
The wealth management landscape is undergoing a seismic shift as single- and multi-family offices grow in scale, sophistication, and influence. No longer just vehicles for wealth ...
Since Harry Markowitz developed modern portfolio theory’s mean-variance optimization (MVO), financial advisors and wealth managers have been confronted with a crucial question: What ...
