From creating new ways to invest and be philanthropic, to offering wisdom on raising kids amidst affluence, these six financial superstars bring excellence to wealth management.
Finance
Private foundations can engage in impact investing, a strategy that combines charitable giving with investments that generate financial returns and positive social or environmental impact, through program-related investments (PRIs) and mission-related investments (MRIs).
Finance
Cresset co-founder Eric Becker explains why building a $70 billion family office isn’t about chasing returns—it’s about purpose, legacy, and creating wealth strategies that last for generations.
Finance
Wes Edens, a private equity titan, invested $100 million to create Caldera House, an eight-room hotel and private ski club in Jackson Hole, Wyoming, which is now enjoying its first full year of operation.
Finance
Robert Balentine left Wall Street in 1987, built a wealth management firm from scratch, sold it at the top of the market, then walked away from the company that bought it to start over. Forty years and $9 billion later, he's still making the same case, to entrepreneurs, and to his own daughter.
