David Hauser || M&A and HNWI Wealth Tracker

• GoldenTree closed its oversubscribed $2.75B private credit Fund II with a global investor base that includes family offices.
• The fund has deployed...

California high-net-worth families navigate simultaneous pressures on inherited retirement accounts and new wealth taxes.

• Inherited IRA rules under...

CIMB Bank has rolled out CIMB Private Wealth for affluent ASEAN clients, combining advisory, investment, lending, and protection products focused on...

Estate Planning Risks and Deadlines

• Disconnected Plans: Many estate plans appear complete but fail due to gaps between deeds, beneficiary forms,...

Earnouts tie payments to post-sale performance metrics like EBITDA, creating buyer control risks and frequent litigation over good-faith...

Even signed, filed estate plans often fail due to drift between disconnected decisions over time.

Three common oversights:

• Deed additions to...

Concentrated equity positions don't have to trap founders or executives.

• Collar strategy limits downside risk on concentrated stock without...

• Strategic pivot: Buyers now target tax planning, retirement, and trust/estate expertise over raw AUM, with 167 deals YTD marking a record pace.
  -...

Private credit's core edge over liquid markets is alignment, not yield, as all lenders enter deals simultaneously on the same basis. This eliminates...

Married couples can still shield $27.98 million from federal estate tax through 2026, but the exemption halves on January 1, 2027. Families with...

AI-driven data centers now resemble capital-intensive infrastructure assets, with power constraints and correlated defaults across operators reducing...

• Taking outside capital helps family offices share costs and retain talent, but triggers SEC compliance costs and potential loss of the family-office...

The City of Las Vegas seeks proposals for an 11-acre downtown parcel near Fremont Street, a rare blank-slate opportunity with Las Vegas Boulevard...

Global M&A hit a record $2.8 trillion in H1 2026, fueled by AI infrastructure and mega-deals.

Founders and buyers face value erosion from warranty...

Four client scenarios show why tax timing and income coordination often matter more than investment choices for retirees.

• Home renovations from...

Do alternative investments still deliver diversification for HNWIs amid higher correlations between stocks and bonds?

Yes—selectively. Categories...

TD Asset Management has closed its first loan in the new TD Greystone Global Private Credit Fund, targeting an 8-10% unlevered yield through a...

Las Vegas housing shows resilience across land, resort communities, and ultra-luxury.

• Summerlin land commands rising premiums as builders compete...

National home builder sentiment fell to 34 in July and has remained below 40 for 15 consecutive months—the longest stretch since 2012—driven by...

Investor appetite for tech funds has collapsed, with only 8% planning higher allocations versus 25% last year. This pairs with BofA data showing 54%...