Insights

When the Rich and Powerful Crash and Burn
When the Rich and Powerful Crash and Burn
One reason why the rich and powerful are the way they are is because they commit to achieving extreme success—they “reach for the stars,” as it were—by setting outsized goals that they conclude are attainable. They don’t always succeed, of... Read More
November 9, 2021
Getting the Most from Your Wealth Management Team
We strongly believe that most successful and affluent individuals need to be working with a high-quality wealth management team—the key word here being team. Why? No single wealth manager we know—even the most knowledgeable and hardest-working professionals working today—possesses the... Read More
November 9, 2021
Curtain Up: Life Lessons from a Broadway Legend
Shakespeare wrote that all the world’s a stage, and we think he was spot on. We spend much of our lives presenting ourselves to others—communicating, trying to convince people to buy into our ideas, and connecting with others. It doesn’t... Read More
November 9, 2021
Big Wealth Mistakes the Super Rich Don’t Make
Big Wealth Mistakes the Super Rich Don’t Make
No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made Super Rich—a group we define as those with a net worth of $500 million or more... Read More
November 9, 2021
Succession Planning for Family Businesses
Where there is a desire to pass the baton that is the family business from one generation to the next, succession planning is usually essential. The absence of a solid succession plan can potentially result in family differences and financial... Read More
November 9, 2021
The Many Forms of the Family Office
Family offices are increasingly becoming the preferred way for the Super Rich—those with a net worth of $500 million or more—to manage their financial lives, as well as many aspects of their personal lives. There is, however, a complication: When... Read More
October 21, 2021
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