Raymond James Snags a Spot in the S&P 500

Mar 14, 2017

S&P updates market cap guidelines, bumping Raymond James into the S&P 500, American household wealth hits record high and David High becomes BNY Mellon's senior wealth director in Philadelphia.

Increased Investing Through Family Offices

Mar 14, 2017

A recent Wall Street Journal article highlights this new trend

The Game Plan to Successful Wealth Transfers

Mar 13, 2017

Open communication amongst family members is crucial

University of Michigan Endowment Banks on Funds That Make Loans

Mar 10, 2017

Michigan, the 10th largest U.S. college endowment, had investments with about 250 managers as of June 30

Security Risks For Wealthy Families Are On The Rise

Mar 10, 2017

Threats are more sophisticated than ever.

Successfully Climbing the Growth Ladder in Family Enterprises

Mar 10, 2017

Highlights from Columbia Business School’s annual conference.

The 10 Most Valuable Comic Books Sold at Auction

Mar 10, 2017

Hugh Jackman’s farewell to Wolverine, Logan, opened with almost $90 million. It's box office success and rave reviews are proof that comic books are increasingly appreciated for both their artistic merit and monetary value. Though...

A Bridge Too Far?

Mar 07, 2017

How academia is essential to the future of family, business and society

Anyone Can Be a Member at Mar-a-Lago

Mar 07, 2017

All you need is enough money.

These Are the 10 Cars to Watch for at the Amelia Island Auctions

Mar 06, 2017

Porsches. And Jaguars. And Bentleys. Oh my!