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Private Wealth

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John Paulson's 'Money Machine' Is Still In The Red After 2023's Big Gains

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Profits last year came after a difficult 2022, when some of the firm's biggest equity bets floundered.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can be useful for dealing with expiring TCJA provisions, advisors say.

Founder Of Eponymous Luxury Fashion Empire Cavalli Dies At Age Of 83

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Roberto Cavalli was known for his slinky leopard-print dresses and other flamboyant garments.

Morgan Stanley Drops On Report Of U.S. Probes Into Wealth Unit

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The investigations are looking at the bank's efforts to prevent money laundering, according to published reports.

Tech Millionaires Chase Billionaire Tax Shields With ‘Swap Fund'

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A new startup is offering a tax avoidance tool favored by the super-rich to moderately wealthy techies.

Coral Gables, Florida Tops Beverly Hills As Ritziest Home Market In U.S.

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Floridians with homes in ritzy neighborhoods are seeing big real estate wealth gains.

The M&A Market Opportunity With Privately Held Businesses

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Tom Zucker of EdgePoint Capital Advisors describes the biggest mistakes that business owners make when selling their company.

Shifting The Family Office For A Different Generation

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Advisors will need to provide a broader range of offerings that require a greater degree of expertise than in the past.

Advisors Seek More Certifications To Attract Wealthier Clients, IWI Says

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Investment and Wealth Institute is seeing growth in some of its newer certification programs.

The Emergence Of Chief Impact Officers And Navigating Social Responsibility

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Beata Kirr of The Copia Group is responsible for delivering a distinctive impact investing platform.

How Advisors Can Earn $2M Annually

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If you want to bring home $2 million annually, there are two business models that can make it happen.

Single-Family Offices Make Extensive Use Of Stress Testing

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Stress testing is proving to be a commanding way to ensure a family's wealth management solutions are on target.

How To Replace A Wealthy Prospect's Current Advisor

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Getting business from the wealthy is a three-step process.

What's Ahead For Family Philanthropy In 2024?

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Hannah Shaw Grove of Foundation Source discusses the giving trends that are expected this year.

Bezos Pays $90 Million For Third Mansion In Florida Spree

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Bezos announced in November that he was moving to Miami from the Seattle region.

Double Your Income In 18 Months Or Sooner, Guaranteed

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Doubling your income is guaranteed, no matter your current income, provided it is at least US $1,000,000 yearly.

Marchesa's Co-Founder Lists Her Upstate Barn For $2.87 Million

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This gut-renovated four-bedroom, three-bath home sits on six and a half wooded acres.

The Promise Of The Celebrity Family Office

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Celebrity family offices help protect and leverage celebrities' assets into something greater, all the while mitigating adverse situations.

Why An Estate Planning Playbook Is Crucial In Today's Retirement Planning Landscape

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Bond Wealth Management specializes in providing strategies that help organize and preserve clients' assets.

When Investing In RIA Aggregators Is A Really Bad Idea

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There are only so many cost savings an aggregator can wring out of its portfolio RIAs.

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