Samuel Holloway
Editorial byline
Samuel Holloway is an editorial byline for The Executive American, with a focus on High-net-worth individual profiles, Philanthropic trends, Family office strategies. Biographical credentials and external profiles are published only after verification.
Learn more about our editorial process and use of automation in our AI & Automation disclosure.
Coverage Areas
Latest Articles
Wealthtech's Two Fronts: Democratized Investing for the Mass Affluent, Specialized Tools for the Very Wealthy
Wealthtech innovation is segmented into two primary fronts: democratizing basic investing for the mass affluent and providing specialized tools to manage the complexity of assets for high-net-worth individuals. Understanding this distinction is key to choosing the right platform for your financial needs.
Nov 9, 2026 · 5 min read
Four Models of AI in Wealth Management: Which One Fits a High-Net-Worth Portfolio?
The traditional "robo vs. human" debate is outdated for wealthy investors; AI in wealth management now spans four distinct models, from fully automated to bespoke human-led advisory. Choosing the right model depends on your asset complexity, personalization needs, and comfort with delegation.
Nov 8, 2026 · 7 min read
Private Trust Company or Corporate Trustee? A Decision Framework for Family Wealth
Choosing a trustee for family wealth involves weighing trade-offs between Private Trust Companies (PTCs), large institutional trustees, and boutique corporate trustees. A decision framework helps families align priorities like control, cost, privacy, and complexity with the most suitable trustee model.
Nov 7, 2026 · 6 min read
Matching Alternative Investments to Your Objective: Upside, Yield, or Uncorrelated Returns
High-net-worth investors can align alternative investment strategies with specific financial objectives, choosing between upside potential, yield, or uncorrelated returns. This guide helps match strategies to goals, emphasizing professional guidance and key considerations for informed decisions.
Oct 30, 2026 · 6 min read
Donor-Advised Fund or Private Foundation? How High-Net-Worth Donors Should Choose
High-net-worth donors must choose between a donor-advised fund (DAF) and a private foundation, weighing the trade-off between operational control and administrative simplicity. The optimal choice depends on individual priorities regarding investment control, grantmaking flexibility, tax benefits, and tolerance for administrative complexity.
Oct 27, 2026 · 5 min read
Tokenization Threatens Up to 30% of Wealth Revenue — and Creates a $400 Billion Opening
Asset tokenization presents a dual challenge for wealth management, threatening up to 30% of revenue from net interest income while simultaneously creating a $400 billion opportunity in alternative investments. Firms must strategically assess and integrate tokenization to navigate these shifts and capture new growth.
Oct 26, 2026 · 6 min read
Traditional Advisor or Family Office? A Decision Framework for High-Net-Worth Wealth Management
High-net-worth individuals can choose between a traditional wealth advisor and a family office by evaluating their wealth's complexity, the breadth of services required, and their long-term planning horizon. This decision framework helps align specific needs with the appropriate wealth management model.
Oct 22, 2026 · 4 min read
Three Demographic Shifts That Will Reshape the U.S. Labor Force — and the Questions Executives Must Answer Now
The U.S. labor force is undergoing a significant transformation driven by three key demographic shifts: an aging population reducing prime-age workers, immigration becoming crucial for growth, and increasing employee caregiving duties. Executives must adapt talent acquisition, retention, and work design to navigate these changes.
Oct 20, 2026 · 5 min read
Four Layers, One Portfolio: How HNW Investors Can Rebuild Diversification as Old Correlations Break Down
High-net-worth investors need a new diversification strategy as traditional stock-bond splits falter due to breaking correlations. A four-layer framework—core public markets, real assets, private markets, and alternatives & hedges—assigns specific roles like liquidity, inflation hedging, and uncorrelated growth to rebuild portfolio resilience.
Oct 20, 2026 · 5 min read
$3 Billion Hoge-Barrett Team Leaves Truist for Captrust, Extending a Run of Billion-Dollar Exits
Truist Financial has lost a 13-person wealth management team managing over $3 billion in client assets to Captrust Financial Advisors. This departure marks the third billion-dollar practice to leave Truist's brokerage arm since July, raising questions about advisor retention and its impact on the bank's wealth division.
Oct 18, 2026 · 4 min read
Beyond P/E: How to Value High-Growth SaaS and AI Companies
High-growth SaaS and AI companies require valuation methods beyond traditional P/E ratios, focusing on metrics like ARR multiples, EV/EBITDA, and LTV/CAC. The depth of AI integration is a critical factor in determining premium valuations in today's market.
Oct 17, 2026 · 5 min read
Structured Products Explained: How Customized Returns Trade Off Against Issuer Default and Illiquidity
Structured products combine debt and derivatives for customized investment profiles, but investors must carefully weigh the risks of issuer default and illiquidity against potential benefits.
Oct 16, 2026 · 5 min read
QOFs, 1031 Exchanges, and Tax-Loss Harvesting: Which Tax Strategy Fits Which Asset?
This article compares Qualified Opportunity Funds (QOFs), 1031 Exchanges, and Tax-Loss Harvesting, three key tax strategies for high-net-worth investors. It details their applicable assets, tax benefits, and requirements to help investors choose the right strategy for their portfolio.
Oct 15, 2026 · 5 min read
A Treasurer's Guide to Short-Term Cash: T-Bills vs. Commercial Paper vs. Repos
Corporate treasurers can effectively manage short-term cash by understanding the distinct profiles of Treasury Bills, Commercial Paper, and Repurchase Agreements. This guide compares their safety, yield, and liquidity to aid in strategic investment decisions.
Oct 4, 2026 · 4 min read
Donor-Advised Funds vs. Private Foundations: A Strategic Philanthropic Comparison for High-Net-Worth Individuals
This article compares Donor-Advised Funds (DAFs) and Private Foundations (PFs) for high-net-worth individuals, detailing their differences in tax advantages, administrative burdens, control, and costs to help donors choose the best philanthropic vehicle.
Oct 1, 2026 · 6 min read
Indonesia's Danantara Launches US Bond Roadshow Amidst Debt Concerns
As Indonesia's benchmark Jakarta Composite Index tumbled 36% from its peak, its sovereign wealth fund, Danantara, embarks on a US roadshow this week to secure a dollar bond sale, according to Bloomber
Jun 8, 2026 · 3 min read
Indonesian officials vow to stabilize Rupiah as it hits Rp18,000
The Indonesian rupiah breached Rp 18,000 per US dollar on Thursday, marking an 8% loss this year and cementing its position as Asia's worst-performing currency, per The Jakarta Post.
Jun 6, 2026 · 3 min read
AI demand justifies Asia chip stocks rally
SoftBank Group, a conglomerate with significant AI investments, has surpassed automotive giant Toyota to become Japan's most valuable company, according to Gotrade .
Jun 4, 2026 · 2 min read
Jonathan Clements' Legacy Remembered on Masters in Business Podcast
Just days after his passing, a new podcast episode, released on May 29, 2026, offered colleagues and family a platform to reflect on Jonathan Clements' life.
May 30, 2026 · 3 min read