Private Wealth-The Magazine for Wealth Managers, Family Offices, Estate Planning and Asset Management

April 15, 2021

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News

IQ-EQ To Acquire $1.9B Concord Trust

With the addition of Concord's $1.9 billion in client assets, IQ-EQ expands in the U.S. with a total of $500 billion in AUA.
World's Eight Richest People Now Worth $1 Trillion

Billionaires with wealth of at least $100 billion are mostly U.S.-based.
World's Eight Richest People Now Worth $1 Trillion

Amazon.com Inc.'s Jeff Bezos was the first to hit the $100 billion milestone since Microsoft Corp. co-founder Bill Gates.

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Investment Perspectives

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Expert Views

The Risk Of Letting Big Finance Write Its Own Climate Rules
by Kate Mackenzie
Big financial institutions are getting directly involved in developing climate standards.
No More Gift Tax Exemption? Additional Planning Strategies To Consider For 2021
by Caroline McKay
There are several wealth transfer strategies that can be considered by those wanting to make gifts.

Impact Investing

Doing Good Is Good Business

How advisors can integrate impact investing for clients.

Inside the current issue

Epic Celebrity Estate Battles
by Leila Boulton
Six reasons the heirs of the rich and famous fight over estates.
On The Front Lines
by Thomas M. Kostigen
Tax and estate attorney Thomas Handler has spent a career amid warring families.
Strife After Death
by Ian T. Shearn
These are some of the most epic estate battles in U.S. history.

On The Move

Snowden Lane Recruits $100M Wells Fargo Advisor

Together, Garcia and Munoz will focus on serving international clients, with an emphasis on Latin America.
Rixse Todd Joins Baird In Anchorage With $200M AUM

Both Rixse and Todd are industry veterans with five decades of combined experience between them.
Bailard Promotes Sonya Thadhani Mughal To CEO

Mughal's transition to CEO marks the second leadership transition in Bailard's 52-year history.
PNC's Linda Manfredonia Joins Glenmede As Delaware Regional Head

Manfredonia joins Glenmede following a 30-year career at PNC.

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