Publications
Publications
Latest Articles
The New Geography of Wealth: Why Global Mobility Has Become a Core Pillar of UHNW Planning
Why global mobility has become a core pillar of UHNW wealth planning, and how firms that invest in cross-border fluency can differentiate ...
A Lifecycle Approach to Financial Literacy for Wealthy Families
Why financial literacy is an underestimated risk to long-term wealth preservation, and how advisors are uniquely positioned to close the ...
Legacy by Design: Planning Considerations and Strategies for Fine Art and Collectibles
Best practices for integrating fine art and collectibles into a comprehensive estate plan, covering organization, tax strategy, governance ...
Book Review: Fixed
A review of Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone, examining reforms to improve financial systems and ...
Book Review: Investing in Cryptocurrencies and Digital Assets
A review of Investing in Cryptocurrencies and Digital Assets by Keith Black, exploring blockchain technology, crypto business models, due ...
Book Review: AI Superpowers
A review of AI Superpowers: China, Silicon Valley, and the New World Order by Kai-Fu Lee, examining global AI competition and its economic ...
The Expected Return of Bonds
This paper examines whether a bond’s yield to maturity can serve as a reliable proxy for expected returns and the conditions under which ...
Gender and Investments in Tennis Players
New research examines investing in professional tennis players’ earnings, showing how gender parity and endorsement income have improved ...
Factors Motivating the Institutionalization of Cryptocurrencies
Cryptocurrencies are becoming a permanent part of the financial system, transforming payments and transactions while raising important ...
Master Series Interview - Andrew W. Lo, PhD
Andrew Lo discusses the state of financial innovation and its implications for the global economy in a roundtable with industry leaders and ...
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