Networks - Direct Investing

Know Your Strengths: How to Develop a Family Wealth Strategy

Aug 28 2015 - Anonymous

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Lowenhaupt Global Advisors, LLC
Thursday, August 20, 2015

The Export-Import Bank was created in February 1934, as part of the New Deal, to finance trade with the newly established Soviet Union.

PwC Private Company Services
Thursday, August 20, 2015

It has been called one of the “greatest technological breakthroughs since the Internet.”1 It also has been called “a black hole” into which a consumer’s money could just disappear.

2015 FOX Fall Forum

Finding ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.

Impact Investing: Positively Addressing Challenges While Pursuing Financial Return

Jun 16 2015 - Anonymous

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Atlantic Trust Private Wealth Management
Friday, May 29, 2015

Altantic Trust Private Wealth Management provides insight into the financial markets in its Economic and Investment Overview for the second quarter of 2014, some highlights include:

- Economy: Mostly good news

Atlantic Trust Private Wealth Management
Friday, May 29, 2015
In this market forecast, Atlantic Trust discusses presents the issues that will have the most impact on the financial markets over the next 12 months, including:
Charles B. Grace III, Managing Director and Amy Hart Clyne, Executive Director – Family Office Exchange
Wednesday, April 8, 2015

Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders.