David Hauser || M&A and HNWI Wealth Tracker

The article frames a legacy plan as more than a will. It can combine wills and trusts, beneficiary designations, charitable giving, life insurance,...

The post-election moves look like a market reaction, but the article argues the underlying policy picture is still unsettled. For HNW portfolios, that...

Two mechanics can shrink proceeds even when the headline price looks solid:

• Working capital peg: A shortfall against the agreed normal level comes...

The unlimited marital deduction lets a married person leave any amount to a surviving spouse with no federal estate tax at the first death. The tax is...

Private debt can fund acquisitions and growth without diluting your ownership, but it costs more. Stress-test the loan before you sign:

• Repayment...

The source argues that Mauritian holding companies still need to show genuine substance for relevant activities, and to preserve treaty access. Key...

ArentFox Schiff is hosting and sponsoring a December 10 New York session that flags several private-wealth issues worth following. The agenda...

According to the firm's own description, direct investing starts with a mandate covering objectives, risk appetite, ticket size and horizon. The...

The awards are a signal, but the release itself is the bank's own announcement. Here is what its service claims look like in practice:

• Family...

US RIA acquisitions hit 387 deals in the first nine months of 2026, a record for that period. The growth paths differ:

• Regional platform build:...

Two sources make the same point from different angles: the sale is only half the plan. A 2025 survey of 250 UK small business owners found 79% had no...

Las Vegas Valley home prices are holding steady, but sales are slowing under mortgage rates above 7%.

• Single-family prices flat: The October median...

Nilekani's family office keeps its unlisted bets low-profile, and the approach offers a useful playbook.

• Low profile by design: Entrust's chief...

As a founder puts it, "everybody claims to be a family office." The label may matter less than the work behind it. As wealth management commoditizes,...

The article's regulator-focused considerations are framed as questions to ask before any private credit investment. Four worth building into your...

The author argues that transfer planning is about who controls assets, not only who owns them. Four practical steps stand out:

• Make governance...

The scheduled sunset that drove years of gifting and trust planning was eliminated, not just delayed. Here's what to verify in existing plans:

-...

The checklist calls allocation the investor's number one job. Four questions can turn that principle into a decision:

• Compare to your best holding:...

Amazon's free cash flow has swung to a $42.4 billion outflow, with capital expenditure expected to exceed $220 billion in 2026 and rise further in 2027. The article's headline warns of a coming "reality check" for the stock.

Basis planning and advanced transfer tools solve different problems, so the right mix depends on what a family owns and what it wants.

• Basis...