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Wealth Management Morning Memo

JULY 4, 2024

ESTATE PLANNING

Tony Bennett’s Children Embroiled in Lawsuit Over His Estate

Anna Sulkin Stern

His two daughters accuse their brother of mishandling their late father’s assets

FULL ARTICLE

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ALTERNATIVE INVESTMENTS

Family Offices Seek Alpha in Mega Trends

Anushka Gupta

Family offices can be strong predictors of future trends because of their uniquely long-term outlook.

FULL ARTICLE

EQUITIES

Gen Z Is Taking Too Much Risk in the Markets

Allison Schrager

Even after being exposed to some financial education in schools, more young investors are putting speculative bets ahead of building long-term wealth.

FULL ARTICLE
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