German Deficit Spending

The world currently has over $13 trillion of negative yielding bonds and the German government is able to borrow for ten years at negative -0.40%.


Wealth Management 2025

As technology advances and the wealth management industry consolidates, wealth managers will become increasingly focused on the standardization of offerings delivered through digital means.


Optimizing Your Exit Plan

Forbes Insights research shows that over half of today's high-net-worth investors generated or obtained the lion's share of their wealth either exclusively (22%) or to some degree (31%) through a family-run business. This highlights the essential art of exit planning--prepping the family and the business for its future once today's stewards hand over the reins.