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'Giving While Living' Now Mainstream Among Wealthy Families: Report
By Dinah Wisenberg BrinAdvisors often hesitate to broach the subject, but many clients are waiting for them to do so.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 02, 2026
AI Leads Family Office Investment Themes: JPMorganThey increasingly favor investments in the infrastructure and services powering the AI boom, a Private Bank exec says.
January 30, 2026
Strategist Warns Against a Hidden Threat in Private EquityPeter Dziedzic says life and annuity professionals can end up facing invisible conflicts of interest.
January 29, 2026
BlackRock, Partners Group Debut Private-Asset Accounts for Wealthy InvestorsThe asset managers have begun selling a new separately managed account through Morgan Stanley's wealth platform.
January 28, 2026
Shutdown Threatens to Hit IRS as Trump Touts Massive Tax RefundsIts annual funding runs out after midnight Friday, when employees would be furloughed or required to work without pay.
January 28, 2026
Mamdani Pushes for Tax Hikes on Wealthy New Yorkers to Fill Budget GapThe new mayor campaigned on raising income tax rates by 2 percentage points on those earning over $1 million a year.
January 27, 2026
Billionaire Tom Steyer Says He'd Vote for California Wealth TaxThe candidate for governor said he'd vote for the one-time 5% tax on billionaire wealth if it reaches the November ballot.