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The independent source of world-class information, advice and networking to help you manage your investments, estate, legacy and advisors.

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Global Stock and Bond Investing

Alternative Investments

Trust & Estate Plan

Selecting & Monitoring Advisors

Investment Plan and Portfolio

Charitable Giving

Raising Responsible Children

Learn: What other HNW investors are doing.

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Measure: Evaluate your advisors, portfolio allocations, investments, and estate plans.

Find: Identify leading information sources, advisors and service providers.

Blogs

Your Investment Portfolio

From Chester Rose, 5/14: I am 35, an attorney with a growing practice and I have been successful investing on my own in the Market. However I would like to diversify my portfolio with some real esta...

Monitoring Your Advisor

From Susan Smolensky, 5/14: I have quite a bit invested with a prestigious private bank, and I am fairly knowledgeable in my own right. My advisor is courteous and accessible but the bank's reports ...

Hedge Funds

From Stuart Meyer, 5/12/07: Are hedge funds worth the risk? I am 63 and just about to retire. It seems like many high net worth investors are turning to hedge funds. But their overall performance in...

Global Investments

From John James, 5/1/07: I have read that the returns on investing in foreign companies are outpacing domestic returns. Yet my advisor cautions against increasing my allocation in global investments...
From Steven Pirelli, 5/13: I have built up a very successful home improvements business. I have money set aside for my eldest daughter who is college. She is intent on a career as a history teacher ...
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