Douglas P Sacha | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Strong stock market returns and tax reform gave a boost to charitable giving in 2025, according to…
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Many investment firms of ultra-rich families are keen to buy stakes in private companies directly rather than through private equity funds, which come…
D3sign | Moment | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Market data firms have been pitching artificial intelligence as the key to locating elusive ultra-high-net-worth clients. But…
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Ultra rich families are increasingly using their personal investment firms to bring millennial and Generation Z heirs into the fold. In a tough…
Single-family homes in a residential neighborhood in Miramar, Florida, Oct. 27, 2022. Joe Raedle | Getty Images News | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Private investment…
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. When Peter Buffett learned that he and his siblings would be in charge of giving away the fortunes of their father, Warren Buffett,…
Stan Kroenke of the Los Angeles Rams on the sideline during a game against the Philadelphia Eagles at SoFi Stadium Inglewood, California, Oct. 8, 2023. Ric Tapia | Getty Images Sport | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth…