Please confirm you are human

This browser or connection looks automated. Press and continuously hold the control for 3 seconds to enable Google-hosted web results and, when separately allowed, AI-assisted answers.

A successful check enables 100 search requests. Interactive access does not authorize scraping, systematic collection, or reuse of search output.

Hold with a pointer, or hold Space or Enter.

News

InvestmentNews
investmentnews.com > news > expert-advice > the-great-wealth-transfer-is-really-a-trust-transfer-not-a-check > 267994

The great wealth transfer is really a trust transfer, not a check

2+ week, 1+ day ago   (485+ words) For years, our industry has talked about the great wealth transfer. We talk about trusts, estate plans, tax strategies, beneficiaries, and the trillions of dollars expected to pass from one generation to the next. All of that planning matters. But…...

InvestmentNews
investmentnews.com > alternatives > family-offices-shun-hedge-funds-and-private-credit-in-favor-of-direct-deals > 267852

Family offices shun hedge funds and private credit in favor of direct deals

3+ week, 4+ day ago   (1040+ words) The newest generation of family offices is turning its back on hedge funds and private credit at a striking rate, gravitating instead toward direct investments and private equity as the defining strategies of their portfolios. According to FINTRX's Q2 2026 Family Office…...

InvestmentNews
investmentnews.com > ria-news > creative-planning-broadens-reach-in-southwest-with-accounting-advisory-firm-acquisition > 267051

Creative Planning broadens reach in southwest with accounting, advisory firm acquisition

2+ mon, 3+ week ago   (318+ words) Creative Planning is broadening its footprint along the Gulf Coast, announcing an agreement to acquire MarkhamNorton Accountants+Advisors, a long-established accounting and advisory firm based in southwest Florida. The Overland Park, Kansas-based registered investment advisor said the deal is set…...

InvestmentNews
investmentnews.com > practice-management > ultra-wealthy-families-turn-inward-as-geopolitical-anxiety-rises > 267022

Ultra-wealthy families turn inward as geopolitical anxiety rises

2+ mon, 3+ week ago   (313+ words) Ultra-high-net-worth families across the United States are responding to persistent geopolitical and economic turbulence by doubling down on the factors they can control – estate planning, tax strategy, succession, and next-generation education – while acknowledging near-paralysis on the threats they cannot. That's…...