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3 Investments That May Have Hit Their Peak - The New York Times
By Paul Sullivan
Sept. 14, 2018

Dan Rasmussen, a contrarian investor and the founding partner of Verdad Capital in Boston, has written an article and two reports that make a case against investments in three of the most popular asset classes for high-net-worth investors: private equity, venture capital and private real estate. He has piles of data to back up his argument.
asset_classes  high_net_worth  investors  Michael_Sonnenfeldt  private_equity  real_estate  Tiger21  venture_capital  wealth_management 
september 2018 by jerryking
Banks Pull Out All the Stops for Ultra-Rich Clients - WSJ.com
By
Liz Moyer
connect
Updated March 20, 2014

Banks are taking the hand-holding business to a new level.

From helping with the purchase of a plane to organizing college tours for children—and even finding assisted-living facilities for sick relatives or evacuating them from foreign locales—some banks are drastically expanding the menu of "concierge'' services they offer to prized customers.

Banks see these so-called lifestyle-advisory services, which are typically included in a wealth-management plan, as a tool to attract and retain ultrarich clients at a time of heightened competition. Banks generally don't charge additional fees for the services, though the client pays for whatever they procure.
private_banking  high_net_worth  concierge_services  Tiger21  lifestyles  hand-holding 
march 2014 by jerryking
A Capital Crowd
April 23, 2006 | Businessweek | by Toddi Gutner
Tiger21  wealth_management  peer-to-peer 
august 2012 by jerryking
No need to keep it in the family
September 25, 2006 | Financial TImers | by Anora Mahmudova
Tiger21  peer-to-peer  philanthropy  Michael_Sonnenfeldt  parenting 
august 2012 by jerryking
Peer-to-Peer Groups
Summer 2002 | The Journal of Wealth Management| BY Michael Sonnenfeldt and Richard Lavin.
peer-to-peer  wealth_management  Tiger21  high_net_worth  investors 
august 2012 by jerryking
The Investment Club You Can't Get Into - WSJ.com
December 2, 2004 | WSJ | By ROBERT FRANK | Staff Reporter of THE WALL STREET JOURNAL.

Wary of Wall Street, Wealthy Families Form Peer Groups to Share Advice, Manage Money....The groups are growing in popularity as the number of rich families grows in the U.S. There are now more than 430,000 households in the U.S. with net worths of $10 million or more, more than double the number in 1990, according to a Federal Reserve survey of consumer finances.
Robert_Frank  wealth_management  peer-to-peer  Tiger21  high_net_worth 
august 2012 by jerryking
Where Billionaires Are Putting Money
September 15, 2010 | The Wealth Report - WSJ | By Robert
Frank. What was being served up this year? Gloom, doom and complaints
about the Obama administration. Mr. Wien writes in his market
commentary that: “the group was gloomy on the outlook despite the
comfort of the surroundings. They saw the United States in a long-term
slow growth environment with the near-term risk of recession quite real.
The Obama administration was viewed as hostile to business and that
discouraged both hiring and investment.”... " What was surprising about
the lunch was where the attendees are putting their money. Topping the
list were vacant office buildings, farmland and Africa. Stocks look
attractive, but the attendees pointed out that no one has made money
investing in the indexes for 12 years. “Few were enthusiastic on gold.
Many liked Brazil and some favored India.” "
high_net_worth  Robert_Frank  TIGER21  investment_advice  obama  farmland  Africa  Brazil  wealth_creation  slow_growth 
september 2010 by jerryking

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