The pros and cons of new wealth management products and strategies designed specifically to address the wealth management dilemmas facing ultra-affluent individuals, including alternative investments, risk management tools and portfolio analytics.
World Beaters
Hedging strategies can reduce the foreign exchange risks inherent in investing overseas. more »
Twentieth Century Legacy
Investment-quality examples of 20th-century design are showing up in some surprising places. more »
Of Ways and Rights
Public easements can be a financial and emotional nightmare for owners of exclusive real estate. more »
Throne, Sweet Throne
Adding a castle to our realm may fulfill a dream, but those who storm these battlements unprepared are courting trouble. more »
Private Equity's Wide Embrace
Public shares offered by private equity firms provide liquidity and access to some of the best minds in the industry, but at a steep price. more »
Stock Answers
There are compelling reasons to adopt a truly global orientation in our equity portfolios. more »
Timing Is Everything
The success of strategies to diversify our concentrated stock positions depends largely on when we execute them. more »
Crude Investments
With oil prices reaching record highs, investors are scurrying for equity stakes in petroleum ventures. more »
Hedging Our Bets
Despite their impressive performance and surging popularity, we should proceed with caution when deciding how much of our capital to invest in hedge funds.
more »
Seafaring Financiers
Private banks can offer creative financial solutions for those looking to buy or build a yacht. more »
Protected Class
Individuals and families are turning to domestic asset protection trusts for
the ideal combination of offshore refuge and onshore peace of mind. more »