The next generation. Copyright Evan Agostini, Getty Images
Ultra high net worth individuals will transfer $3.9 trillion to the next generation by 2026, down from $4.1 trillion estimated in 2014, according to a new report by Wealth-X and NFP. T...
David Swenson is an icon in the investment world. His Yale “endowment model” is widely considered to be the gold standard by which all others are measured. While effective for tax-exempt entities like endowments and charitable...
(Bloomberg) -- Sina Corp. Chief Executive Officer Charles Chao isn’t your typical internet company boss...
(Bloomberg Gadfly) -- Warren Buffett induced chuckles earlier this year when the octogenarian said he wasn't convinced he'd be any likelier to reach the ripe old age of 100 by replacing his beloved Coca-Cola with water or his...
Many people spend a lifetime searching for that elusive yet vital calling: a life’s purpose. No one on their deathbed wishes more hours were spent at the office. ...
Gene Wilder was one of a kind as a comedian, but he also may be unique for a different reason: the relatability of his retirement success story...
Very few family businesses survive across generations to become 100-year family enterprises. I’m involved in an ongoing research project that’s gathering the collective wisdom of intergenerational families who have sustained shared...
Implementing endowment-model investing for high net worth clients