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For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive
Investors have been looking for a recession amidst rising interest rates and expectations for slowing growth, but continued growth in much of the economy and resilient investment performance in 2023
Consistently revisiting potential liquidity risk is important work for family investors, as many of these risks can lay silent for prolonged periods and become easy to overlook. In fact, unexpected
For the wealth owners—and the family offices managing their assets—the opportunities that impact investing presents are arguably greater than for any other type of investor. While impact
A dynamic portfolio can help address a number of investment challenges that families of wealth face, including varying multigenerational preferences, unique tax considerations, domicile requirements
When it comes to investing with environmental, social, and governance (ESG) concerns in mind, there’s the aim to help foster positive change in the world through the lens of one’s
Over the last few decades, the lackluster performance of traditional active managers has fueled the rise of “closet indexing.” For some, this trend, and the related systemic
The traditional 60/40 portfolio—a mix of 60% stocks and 40% bonds—is suffering through one of its worst periods in history. Although the demise of the 60/40 portfolio has been predicted
With below-average returns expected over the next five years, it’s clear that getting asset allocation right will be essential to delivering on the key challenges of our time: achieving
Artificial Intelligence (AI), which is being considered “The Fourth Industrial Revolution,” is the latest innovation and technology disruption fueling growth and reshaping societies alike