2025 Wealth Outlook (Citi Wealth)
The global economy has defied expectations in recent years. Forecasts of recession — backed up by usually reliable…
Private Wealth and Family Offices
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Compass 2024 Report (FCLT)
A long-term approach to investment decision-making delivers superior value over time. FCLT Compass measures the…
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Managing (Significant) Family Wealth | Magnus Reitan (Rational Reminder Podcast)
How do you balance family values, evidence-based investing, and building long-term wealth? In this episode, we are…
Election Results and Tax Implications: A Primer for 2025 (NEPC)
Potential tax cuts and planned regulatory rollbacks under the Trump administration could benefit client portfolios…
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