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The U.S. president-elect’s victory and the Italian’s declination of reform in the waning months of 2016 was a final crescendo for a central theme of 2016, populism. Additionally, stresses
As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired
Thank goodness the U.S. election is over so we can all stop slinging arrows at each other and get on with our lives for at least the next 18 months. America is divided, where roughly half the voters
Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan. Why are investment policy statements (IPS)
A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can
Women have become financial powerhouses and have taken on an increasing role in managing wealth to the tune of $11.2 trillion. Some estimate that by 2030, women will control as much as two-thirds of
If President-elect Trump fulfills many of his campaign promises, the impacts will be felt across the world. More will be known about these effects over the coming months and quarters, and for wealth
With last week’s historic election now behind us, investors are feverishly recalibrating their plans in light of its stunning outcome. The despair registered in the early hours after the polls
Investors now have more than $3 trillion invested in hedge funds, up from $1 trillion in 2005. This steep increase in assets under management means the hedge fund industry confronts a more scrupulous
We expect the markets’ knee-jerk reaction to sell gold post a Trump victory will reverse with the bottoming process beginning this week. Framed around the well documented bearish arguments of