Wealth – wall street review

Andrew Ross Sorkin
March 2, 2026
0 Comments
8 minutes Read

Understanding Donor-Advised Funds: Control vs. Charitable Intent

Donor-advised funds are rapidly growing in American philanthropy but face scrutiny due to a lawsuit filed by Philip Peterson against WaterStone, managing his family’s $21 million fund. Peterson alleges limited control and communication issues regarding grant distributions. The case raises broader questions about donor control and transparency in these philanthropic vehicles.

Wealth

Andrew Ross Sorkin
February 26, 2026
0 Comments
5 minutes Read

Wealthy Family Offices Shift Investment Strategies for 2026

In the fourth quarter of 2025, America’s private investment offices made significant equity moves, including substantial investments in Rocket Companies and a stake increase in Manchester United by Omega Advisors. Other notable shifts included diversification into technology and clean energy, along with cautious cryptocurrency investments amidst volatility. Strategies varied, reflecting evolving market dynamics.

Wealth

Andrew Ross Sorkin
February 4, 2026
0 Comments
3 minutes Read

Family Offices: The Shift to Direct Co-Investing

In recent years, ultra-wealthy family offices have increasingly favored direct investments in private companies over traditional private equity funds. Many now adopt a hybrid approach, co-investing alongside funds to balance independence with practicality. While this strategy offers reduced fees and quicker capital deployment, families face limitations in governance and decision-making, necessitating careful management of opportunities.

Wealth

Andrew Ross Sorkin
February 2, 2026
0 Comments
3 minutes Read

Family Offices Tackle Inflation: Shifting Investment Strategies

Family offices are adjusting investment strategies in response to anticipated higher inflation and interest rates. A survey revealed that 64% view interest rates as a significant risk, while 61% cite inflation. Many are shifting toward real estate and alternative investments, with increased interest in AI. Most remain cautious about gold and hold substantial cash reserves.

Wealth

Andrew Ross Sorkin
January 28, 2026
0 Comments
7 minutes Read

Why Family Offices Prefer Co-Investment Strategies

In recent years, ultra-wealthy family offices have shifted toward direct investments in private companies, seeking transparency and control. Many adopt a hybrid model, co-investing alongside private equity funds to leverage expertise while avoiding high fees. Despite some limitations, this strategy allows families to navigate private markets more effectively and efficiently.

Wealth

Andrew Ross Sorkin
January 26, 2026
0 Comments
4 minutes Read

LVMH Reports Unexpected Earnings Growth Amid Luxury Market Recovery

LVMH reported stronger-than-expected fourth-quarter earnings, with a 1% increase in organic revenue. Although the luxury market shows signs of recovery, particularly in China, overall organic revenue for the year declined by 1%. Analysts remain cautious about future growth amid an unpredictable economic environment and varying performance across luxury segments.

Wealth

Andrew Ross Sorkin
January 21, 2026
0 Comments
9 minutes Read

Buffett Siblings Prepare for Unprecedented Philanthropic Challenge

Peter Buffett and his siblings prepare to manage their father’s $150 billion fortune, which will be allocated to a charitable foundation after Warren Buffett’s death. They face the challenge of distributing at least $15 billion annually, requiring unanimous decisions. Their philanthropic approach emphasizes flexibility, risk-taking, firsthand experience, trust, and efficiency, aiming for significant global impact.

Wealth

Andrew Ross Sorkin
January 19, 2026
0 Comments
5 minutes Read

Impact of Trump’s Housing Policy on Family Offices

President Trump’s proposed restrictions on large institutional investors purchasing single-family homes may unintentionally impact private investment vehicles of wealthy families. Legal experts warn that family offices could fall under new regulations not yet clearly defined. With many investing significantly in real estate, they face potential scrutiny as definitions evolve.

Wealth

Andrew Ross Sorkin
January 14, 2026
0 Comments
6 minutes Read

California’s Billionaire Tax: Impacts and Legal Challenges

California’s proposed billionaire wealth tax, aiming for a 5 percent one-time tax on residents with over $1 billion in assets, is stirring significant debate. With a retroactive start date of January 1, 2026, it limits wealthy individuals’ options to relocate for tax avoidance. Legal challenges and mixed voter support complicate the measure’s future.

Wealth

Andrew Ross Sorkin
January 12, 2026
0 Comments
4 minutes Read

Managing Concentrated Stock Risk with Exchange Funds

For founders and executives heavily invested in a single stock, diversification is crucial to mitigate risks. Exchange funds offer a solution by pooling stocks from multiple investors, allowing participants to exchange shares for a diverse portfolio after seven years. While beneficial, convincing clients to reduce concentrated positions can be challenging due to emotional attachments.