Mquille, thanks so much for joining us today. So, tell us about what the classic car market looks like right now. >> Well, the the market's been really strong this year when uh everybody wasn't quite sure what was going to happen with all the uncertainty and thing tariffs and everything we saw in the spring.You know, we kind of charged through summer and we saw a lot of great sale activity both on the kind of live auction side, digital side, private transactions. Um it's been a good solid year in the car ma ...

How Christmas memories shape each generation’s attitudes and expectations about money, the Great Wealth Transfer, and how trillions may move across families. https://t.co/BRmAy8Umax ...

Wall Street sign in New York with American flag and Christmas tree lights in the background.Mwelsh | Istock | Getty ImagesRising stock markets, a return of merger activity and flowing inheritances helped create 287 new billionaires this year, bringing the global total to over 2,900, according to a new report.Billionaire wealth reached a record $15.8 trillion as of the end of the third quarter, up 13%, according to the UBS Billionaire Ambitions Report 2025. Of the world's 2,919 billionaires, 2,059 are self-m ...

Core Insights - The push for registered investment advisors (RIAs) to provide clients access to private market investments may enhance firm value during sales or mergers, beyond just diversification and yield [1] Group 1: Market Trends - The $16 billion RIA, Sanctuary Wealth, has embraced private market investing, leading to benefits in client lead generation, retention, and overall firm value [2] - The growth of underlying assets due to market appreciation from private market investments could increase firm multiples from approximately 2.5x to 3x over a 10-year period [3] - Macro factors such as a shrinking pool of public companies and stock market concentration are driving interest in private markets, alongside strong returns from private equity [4] Group 2: Wealth Transfer Dynamics - A significant $100 trillion wealth transfer between generations is influencing client retention and growth for RIAs, with younger generations favoring private market options over traditional investments [4][5] - Approximately $20 trillion of the wealth transfer is tied to real estate holdings, highlighting the need for advisors to be knowledgeable in managing private real estate investments and tax strategies [5] Group 3: Tax Strategies - Advisors must be well-versed in real estate tax strategies, such as 1031 exchanges and 721 exchanges, to effectively manage client assets and capitalize on wealth transfer opportunities [6] - Failing to focus on private markets and relevant tax strategies could result in losing 20% to 50% of assets during generational wealth transfers, while adopting these strategies may enhance business performance and firm valuation [7]

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning. https://t.co/XYBUeLl0qj ...

There are certain tax rules to keep in mind regarding transfers of wealth. They will impact how much beneficiaries receive and influence the inheritance strategies families implement."Millennials and Gen X will inherit the largest share of that, with Gen Z following after," he said. "These generations think about money differently than baby boomers did; more emphasis on flexibility, experiences, and in some cases, sustainability, and that will shape how this wealth transfer plays out in the economy."Kautzma ...

RT Johann Kurtz (@JohannKurtz)Very proud to release 'Leaving a Legacy: Inheritance, Charity, & Thousand-Year Families'.The book addresses a key question: Why should we leave wealth to our children and not to charities?Clarity is necessary. We're on the verge of the greatest wealth transfer in history as the post-war generation nears the end of their lives.A crisis of confusion has gripped our family leaders:Should they leave their wealth to their children, or would this spoil and corrupt them? Should they g ...

Rich British families are looking for ways to pass on their money after tax changes under Labour. Read more on how they're doing it: https://t.co/MSSAwy2zZC📷: WPA Pool/Getty Image https://t.co/7yWbsZyNpI ...

Rich British families are looking for ways to pass on their money after tax changes under Labour. Here's how they're doing it https://t.co/KJk4gU2W5u ...

Instead of passing wealth down to your kids you’ll now be passing down debt. ...