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This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full
As families and family offices build their investment portfolios, they should consider private equity (PE) and venture capital (VC) with an eye on technological innovation. However, building a
Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, the wealth typically exists in a much
The unique and personalized nature of each Family Office can make it challenging to access benchmark remuneration data. Family Offices require a distinct skillset, incomparable to other working
When families gather at their cottages or vacation properties, the senior generation might think how nice it would be for these multi-generational gatherings to continue after they
Once a family has made a decision to pass the ownership of family cottage or vacation property to the next generation, you will need to give thought to how that ownership will be held. There are
The first half of 2023 is a key test of the global art market’s resilience in the face of geopolitical headwinds and current art market challenges stemming from economic woes from the U.K. to
With the rise of the Tax Strategist, a trend is taking shape past the normal tax planning: Tax leaders who use a strategic approach are becoming key contributors to driving positive business
Extreme weather conditions such as hurricanes in Florida to historic drought and rains in California are intensifying natural disaster losses both in size and frequency. By having a better
It’s both a special and critical milestone when your children turn 18. At that age in the family life stage, they become legal adults with many new rights and responsibilities. While there are