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Here’s the advice I’m giving wealthy clients through tariff fears and market uncertainty
Commentary
Here’s the advice I’m giving wealthy clients through tariff fears and market uncertainty
By Katie NixonApril 16, 2025
Business people handshaking across the table during a meeting in modern office. Group of business persons in business meeting. Three entrepreneurs on meeting in board room. Corporate business team on meeting in the office.
Success
Europe’s billionaires—who pay their family office CEOs $370,000 a year—are worried they can’t find the talent to manage their fortunes
By Ryan HoggApril 15, 2025
Family offices deals are getting larger and more complex. Trump’s tariffs could put that on pause
Personal Finance
Family offices deals are getting larger and more complex. Trump’s tariffs could put that on pause
By Alicia AdamczykApril 11, 2025
MacKenzie Scott.
Success
The 5 key moments in MacKenzie Scott’s life that made her the ultra-philanthropist she is today
By Emma BurleighApril 7, 2025
Don’t count on America’s wealthiest to help people struggling during the recession—philanthropic spending could go down, experts say
Success
Don’t count on America’s wealthiest to help people struggling during the recession—philanthropic spending could go down, experts say
By Emma BurleighApril 1, 2025
Family discusses inheritance plans.
Success
The recession could either speed up or slow down when you get your inheritance—experts say these are the huge deciding factors
By Emma BurleighMarch 25, 2025
Jeff Allen wears his 831 jersey on the seat of Beast Games
Success
‘I won $10 million in MrBeast’s game show after losing my job’: Now the overnight multimillionaire is using the fortune to find a cure for his son’s rare brain disease
By Preston ForeMarch 23, 2025
Business people shake hands while sitting down.
Personal Finance
Need help managing your money? Here’s how to understand the difference between financial advisors and wealth managers
By Preston ForeFebruary 27, 2025
Businesswoman communicates with two clients sitting at a table
Personal Finance
A wealth management talent crisis is underway. Here’s what it could mean for your money
By Preston ForeFebruary 24, 2025
More than 8000 family offices are revolutionizing wealth management. Are you rich enough to start one?
Personal Finance
More than 8000 family offices are revolutionizing wealth management. Are you rich enough to start one?
By Alicia AdamczykFebruary 12, 2025
Photo of business persons talking in an office
Personal Finance
Family offices are booming: Inside the secretive finance centers that cater to billionaires like Jeff Bezos and the Walton family
By Alicia AdamczykFebruary 11, 2025
Julius Baer announces 400 job cuts, executive board revamp
Finance
Julius Baer announces 400 job cuts, executive board revamp
By Noele Illien and BloombergFebruary 3, 2025
Nicolai Tangen, chief executive officer of Norges Bank Investment Management, during a panel session at the World Economic Forum (WEF) in Davos, Switzerland, on Wednesday, Jan. 22, 2025.
Finance
CEO Nicolai Tangen, whose Norway wealth fund owns $173 billion of the Magnificent 7, tells investors to sell U.S. tech stocks
By Ryan HoggJanuary 22, 2025
Learning the ropes of his industry through first-hand experience.
Personal Finance
Can AI replace financial advisors? Experts warn against using AI for much besides basic financial advice
By Preston ForeJanuary 13, 2025
Multigenerational family enjoying cruise on a yacht
Success
Millionaire parents are taking Gen Z kids to bespoke conventions to prepare them for the $90 trillion Great Wealth Transfer
By Ryan HoggJanuary 9, 2025
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Egg companies made $1.22 billion in profit off a $6 carton — now they’re buying their way out of a price-fixing case with 53 million donated eggsplaceholder alt text
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