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News
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…...
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…...
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…...
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…...