Crain Currency

From the drama of family office executive shake-ups to the allure of exclusive billionaire enclaves and the challenges of building philanthropic legacies, this year offered a fascinating glimpse into the world of the ultra-wealthy. Check out the top 10 most-read stories from Crain Currency in 2024. https://lnkd.in/ghyuamXP #familyoffice #yearinreview #wealthmanagement #yearinreview Pensions & Investments Bloomberg News Lalalli Senna Lalalli Studios Amy Guttman J.P. Morgan Kristen Oliveri Erin Arvedlund Andrew Cohen

Entrepreneur, investor and philanthropist — Mark Gerson, co-founder and chair of 3i Members, has embraced all these roles. In a conversation with Crain Currency, Gerson delves into his philanthropic initiatives in sub-Saharan Africa and Israel, shares his philosophical approach to giving and reflects on his personal journey evolving in the years ahead. https://lnkd.in/grxmRZW8 #familyoffice #leadership #philanthropy #investor

More families are prioritizing the emotional legacy they wish to impart, emphasizing the values and stories that will endure for generations. https://lnkd.in/gAXYSWDX #familyoffice #legacy #wealthmanagement #wealthtransfer Jamie Yuenger StoryKeep Jamie Weiner Francesco Lombardo FEA Veritage International Marcus Baram

The UHNW Institute, a nonprofit think tank, committed years of research to developing its glossary of terms relevant to family wealth advising. Over 80 terms are defined in the Wealthesaurus, each with a short definition, longer explanation, sample pronunciation, cross-references to related terms, and resource citations. https://lnkd.in/gkbKbqAd #familyoffice #education #research #wealthmanagement

Kristen Oliveri, editor of Crain Currency, sat down Peter Moustakerski, CEO of the Family Office Exchange, to discuss balancing privacy and purpose in the family's public relations strategy. Kristen shares expert advice for enterprise families navigating public discourse—whether due to external factors, a proactive approach to their image, or the intentional development of a family brand. Listen to the podcast: https://lnkd.in/e4gcdesp

In this episode of Wealth & Wisdom, Crain Currency's editor, Kristen Oliveri, sits down with Princess Jahnavi Kumari Mewar, CEO and senior portfolio manager at auctus fora to discuss the power of policy and her collaborative work with the United Nations and other influential families. Click the link below to watch the newest episode in this new series and hear the insights the Princess has on the power of the family office -https://lnkd.in/gu5GxV7h #familyoffice #business #policy #legacy

Thrilled to have moderated a compelling panel at the Bath Club during Art Basel on “The Art of Investing.” We were honored to have Barbara Guggenheim and Chris Adamo share their unparalleled insights into the intersection of the art world and investment strategies. A huge thank you to our incredible speakers and the Crain Currency team for creating an elevated, intimate setting for this thoughtful discussion. It was a privilege to engage with a group of forward-thinking family offices and explore how art continues to captivate and evolve as an asset class. Here’s to fostering more meaningful conversations in such inspiring spaces! #ArtBasel #FamilyOffices #ArtInvestment #CrainCurrency Barbara Guggenheim Chris 🫶 Adamo Crain Currency Irving A. Padron Tommy Mayes Sandra Familet Christine Prydatko

🎉 Exciting News from the Crain Currency Advisory Board! We’re thrilled to announce that our advisory board has grown with the addition of five remarkable new members. Please join us in welcoming Vanessa Reniers, Princess Jahnavi Kumari Mewar, Isaac Richard III, Wendy Craft, and Christina Lewis. With their addition, our full advisory board now includes: KC Crain, Ana Gonzalez, Lex van Dam, William Dickson, Richard Hartmann, Kristin Hull, PhD, Sean Koh, Kerri Scott, Tommy Mayes, Josh Roach, Kara Garner Pass, and Michael Stack, CFA. Thank you to each of these visionary leaders for guiding Crain Currency and strengthening our mission to serve the family office and ultra-high-net-worth community with unparalleled insights. Explore the insights these leaders bring by subscribing to Crain Currency today - https://lnkd.in/g_fkXx4v #AdvisoryBoard #Leadership #CrainCurrency #FamilyOffices

Gina Nelson is senior vice president and head of fiduciary services at Chilton Trust , a wealth management firm headquartered in Palm Beach, Florida. Subscribe today to hear what Nelson has to say about creating a road map for estate planning as it relates to midsize family offices, which can often be overlooked - https://lnkd.in/ge7nJVXx #familyoffice #business #wealthmanagement #financialplanning