Middle market companies should implement comprehensive succession planning, not just to replace a CEO, but to prepare all managers to aid future growth.
The strongest creative partnership does more than bring talented people together. It gives the family access to trust, relationships, knowledge, or perspective that no participant could command alone.
What can Pope St. Gregory the Great teach family offices and ultra-high-net-worth families about wealth and legacy? His life teaches that inherited privilege becomes meaningful when it is converted into responsible stewardship, capable institutions, prepared successors, cultural continuity, and serv
Empire versus estate duty: that is the real battle at the heart of Britain's aristocratic decline, and this video settles which one did more damage. For over a century, from the agricultural depression of the 1870s through two world wars and punishing inheritance taxes, the British landed gentry lost their great country houses not in one dramatic revolution but in a slow, grinding unwinding — farm by farm, painting by painting, generation by generation. This is the untold history of the English aristocracy, the collapse of the stately home, and how American money, death duties, and requisitioned country houses quietly ended a ruling class.
"Come, O unconquerable Saint Michael, to the assistance of my soul! For it is continually attacked and assailed, assaulted and imperiled, by its enemies -- namely, the flesh, the world, and the devil. Just as once you were mighty captain and leader to the people of Israel as they wandered through th
What a seventh-century hermit can teach family offices and UHNW families about stewardship, humility, vulnerability, succession, philanthropy, and seven-generation legacy The central lesson of St. Giles for family offices and ultra-high-net-worth families is not that every wealthy family must abando
Billionaire Mark Walter’s purchase of the Los Angeles Lakers and his subsequent forced sale of the team less than a year later amid allegations of financial crimes at his companies are sparking fresh concern about who owns the biggest brands in pro sports.
The movement against datacenters is uniting Americans because they perfectly illustrate how a few individuals hold all the power to control decisions that affect our lives
After helping AQR pioneer a novel tax-avoidance strategy, Hoon Kim left to found Quantinno. Its assets have exploded from $2 billion to $70 billion in just three years.
Gold is capping off its best month since January, and one of Wall Street’s most famous gold bulls is positioned to benefit. The precious metal is up roughly 10% in August, trading near $4,435 per ounce as of Monday after touching highs above $4,650 earlier in the month, according to Trading Economics. The SPDR Gold Shares ETF (NYSE:GLD), tracking the spot price of physical gold bullion, gained 9.84% for the month. The rally has been fueled by a weaker dollar, compressed rate-hike expectations
Hong Kong maintained its lead as the Asian city with the most billionaires last year, though mainland Chinese cities were quickly catching up thanks to wealth accumulation from the artificial intelligence boom, according to New York-based Altrata…
August 31, 2026, 12:43 PM ET Before becoming the founder of Bridgewater Associates, not to mention a celebrated author, Ray Dalio faced a moment of financial distress that reshaped his entire approach to investing and life. After being fired early in his career, Dalio founded what would become the world’s largest hedge fund as an independent operation, run out of his two-bedroom apartmentin New York City. Within a few years, he found himself “so broke” he had to borrow $4,000 from his father
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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