Browsing Tag

Advisors

34 posts

Content geared toward wealth managers, consultants, and professionals supporting private investors, from compliance to portfolio strategy.

3 minute read

Private Markets & Alternatives

Nasdaq Is Building the Scoreboard for Private Capital

Nasdaq recently launched rules-based Private Capital Indexes, leveraging eVestment’s $20T dataset. These NAV-weighted benchmarks provide institutional-grade transparency for private equity, debt, and real assets, formalizing performance tracking infrastructure.

February 18, 2026

6 minute read

The One Big Beautiful Bill Act and the Retiree Balance Sheet

The One Big Beautiful Bill Act reshapes retirement planning, impacting AGI, Medicare IRMAA premiums, SALT deductions, estate tax exemptions, Medicaid eligibility, and charitable strategies for private investors and UHNW retirees.

February 11, 2026

1 minute read

Art as an Alternative Investment

More than a passion asset, art functions as a real asset alternative, offering diversification, value preservation, and distinct liquidity and planning dynamics within private portfolios.

January 27, 2026

3 minute read

When “Small” No Longer Means Small in Investment Management

The SEC proposes redefining small investment advisers by raising AUM thresholds, modernizing regulatory flexibility analysis, and reshaping compliance expectations for RIAs, investment companies, and independent advisory firms.

January 14, 2026

3 minute read

Macroeconomy & Policy

The One Big Beautiful Bill Act: Effects on Philanthropy

Analyze the One Big Beautiful Bill Act (OBBBA) impacts on philanthropy: navigating the AGI floor, benefit cap, QCD limits, and 2027 scholarship credits for optimized tax efficiency.

January 7, 2026

4 minute read

Wealth & Estate Planning

Annuities: How They Work, Where They Fit, and What to Watch

Annuities provide retirees a strategy for converting savings into reliable cash flow, addressing longevity and sequencing risks. Recent regulations enhance access, emphasizing their role in secure retirement income planning.

December 17, 2025

3 minute read

2026 Tax Planning: Stability and Key Adjustments for Private Investors

The OBBB Act ensures permanent QBI, low capital gains rates, and the high Estate Tax exemption. What investors should know heading into 2026.

December 10, 2025

6 minute read

The Future of Wealth Planning: Q&A

Global families and advisors are entering a new era of wealth planning shaped by NextGen values, digital transformation, and the balance between technology, trust, and long-term governance.

November 5, 2025

4 minute read

International Wealth Planning: Current Landscape and Challenges

Modern international wealth planning integrates tax efficiency, compliance, and succession. Learn how global families structure assets across jurisdictions to preserve wealth, ensure transparency, and maintain long-term continuity.

October 22, 2025

3 minute read

Financing Justice: Inside the Growing Market for Litigation Investments

Litigation finance has emerged as a viable investment asset class, offering uncorrelated returns by funding legal claims in exchange for settlement shares.

October 7, 2025