Research & insights

A wealth of knowledge at your fingertips. Analysis and insights from our experts into the trends, forces and factors shaping the world and your wealth.

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Estate planning

Are you ready to be an executor? It’s not for the faint of heart

The role of an executor is an important one. Here are some things to consider before carrying out your duties.

5 minute read
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Analysis

Navigating a world in transition: 11 moments from Milken

But for all the economic sunshine at the Milken Institute Global Conference 2018, there are concerns on the horizon, too. Here are some key takeaways.

9 minute read

Is the next generation ready?

Explore our 2017 Wealth Transfer Report

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