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Research Reports

Data-based insights on the issues and topics of concern to the affluent.

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  • FREE DOWNLOAD Advising the Financial Elite
    Advising the Financial Elite Grove & Prince, along with two co-authors, have released a new report with in-depth analysis of 2010 research conducted with nearly 1,000 single- and multi-family offices...
  • FREE DOWNLOAD At Risk: Managing for the Future
    At Risk: Managing for the FutureSponsored by Rothstein Kass Hedge fund partners may be less prepared than they know for sudden changes in the management teams of their firms. If unaddressed, this state of affairs has the potential to jeopardize both...
  • FREE DOWNLOAD Business Owners and Financial Products
    Business Owners and Financial ProductsUnderstanding the Wealthy - Volume I, Issue 4A closer look at the use of and interest in specific investment and retirement products by business...
  • FREE DOWNLOAD Business Owners and their Advisors
    Business Owners and their AdvisorsUnderstanding the Wealthy - Volume I, Issue 5Most business owners rely on an array of experts in the course of running their...
  • FREE DOWNLOAD Business Owners as Big Business
    Business Owners as Big BusinessUnderstanding the Wealthy - Volume I, Issue 3Having an equity stake in a public or private business is the best way to become wealthy, but poor planning leavesmost owners' exposed to unnecessary...
  • FREE DOWNLOAD Capturing the Opportunity: Hedge Funds in 2007
    Capturing the Opportunity in Hedge FundsSponsored by Rothstein Kass Riding a wave of success, hedge fund managers continue to expand their expectations for the future, turning their focus to fund-raising and creating and institutional infrastructure...
  • FREE DOWNLOAD Changing of the Guard
    Changing of the GuardSponsored by Rothstein Kass Single-family offices are undergoing a drastic remodeling to emerge in the image of the younger generaitons who now control them...
  • FREE DOWNLOAD Developments in the Family Office
    Developments in the Family OfficeNearly five years have passed since Hannah and Russ published the seminal book on family offices, a period that proved to be critical for affluent and ultra-affluent families and one that left a wake of permanent...
  • FREE DOWNLOAD Don't Stop At Satisfaction
    Don't Stop At SatisfactionAdopting Best Practices - Volume I, Issue 1Building loyalty with your clients requires six critical qualities ...
  • FREE DOWNLOAD Emotional Rollercoaster
    Emotional Rollercoaster - October 2008Mounting turmoil in the US financial sector has a whiplash effect on wealthy investors

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