There is no widely accepted standard for what constitutes "sustainable" when it comes to wine growing, but there is an emerging set of best practices meant to help consumers navigate this ambiguous territory.Read More
As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as "for-purpose" institutions that can aid in identifying opportunities across the investment spectrum.Read More
Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.
Where will your art collection end up? Will you pass it on to heirs, or will you donate it to a charity? If you want to donate art and take a tax deduction, make sure the donation meets IRS criteria.
When considering a move to the U.S., those with substantial wealth should engage with competent, experienced advisors who are familiar with the ins and outs of U.S. tax law and can provide advice that makes the transition as easy as possible.
In a recent conversation at the Bloomberg Invest Summit in New York, CEO Catherine Keating discussed disruption in the wealth management industry and the importance of bringing fundamental institutional disciplines, such as asset allocation, rebalancing and compounding to individual investors.
In a recent appearance on Bloomberg TV's "What'd You Miss?", CEO Catherine Keating gave her perspective on the strength of the current economy and the challenges of managing wealth in a volatile market environment.
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