News

In Uncertain Times, Trust Is The Hardest Currency For Investment Bankers
What underpins such trust is a mix of domain fluency, broad strategic perspective and unflinching candor. Best-in-class ...
Is a Family Office Right for You? The Multimillion-Dollar Question
As ultra-high-net-worth individuals increase in number, many are turning to family offices to manage their complex finances.
Deal announced to acquire Fort Myers-based FineMark National Bank & Trust for $585 million
A larger rival plans to acquire FineMark National Bank & Trust in Fort Myers. The deal is still subject to regulatory and ...
American Banker2d
Commerce ends M&A drought, inks deal for Fla. private bank
Commerce Bancshares agreed to pay around $585 million to acquire FineMark Holdings. It's the Missouri bank's first bank deal ...
InvestmentNews13d
RIA wrap: Northern Trust taps State Street Bank alum for OCIO strategy, Dynasty partner firm adds new managing director
Also, New York-based Withum Wealth Management has named a 45-year veteran professional to fill a C-suite role.
Investopedia21d
How to Maximize Tax Savings When Transferring Wealth to Loved Ones
Strategies to transfer wealth without a heavy tax burden include creating an irrevocable trust, engaging in annual ... nor do gifts made to political organizations. A family limited partnership ...
D Magazine2d
Conversation With: Ossie Kendrix, New Leader of Dallas Community Land Trust Talks Affordable Housing
Dallas is lacking nearly 30,000 affordable housing units. The Dallas Community Land Trust's inaugural leader outlines how he ...
Some economists have called for a radical ‘global wealth tax’ on billionaires. How would that work?
A wealth tax on billionaires would require global cooperation and get us into the tricky territory of taxing unrealised gains ...
Missouri-based Commerce Bancshares will buy Florida bank for $585 million
Missouri-based Commerce Bancshares plans to acquire FineMark National Bank & Trust, based in Fort Myers, Florida.