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As private equity (PE) fund managers and portfolio companies look ahead in 2024, they anticipate a changing exit landscape, hurdles in meeting their investment theses, and ongoing talent obstacles. To meet the inevitable dealmaking challenges (and opportunities), there are 5 PE trends to keep in mind: (1) the ramifications of the U.S.

Seasoned investors know that you cannot predict the future of the markets. But smart private wealth managers know that the key to preserving and growing wealth is to anticipate critical trends that are likely to have a lasting impact. Where trends are concerned, 2024 has a lot brewing around the geopolitical conflicts, the explosion of artificial intelligence, the use of alternative investments as portfolio management tools, and the generational transitions that are coming to the family office.

Rising global rates, a strong U.S. dollar, and tightening liquidity conditions have weighed on sentiment in emerging markets (EMs). But EMs may be regaining their footing as easier monetary conditions could drive growth in 2024 for both equities and debt alike. Any recovery, however, is unlikely to be uniform. As a new cycle unfolds, we expect the heterogeneous dynamics and secular trends that drove performance in 2023 to continue to shape market terrain in 2024.

Sound money is the result when interest rates are above the rate of inflation, a development that is expected to persist in the years ahead. In the meantime, the transition to a higher interest rate environment has no doubt challenged investors, who have endured historical losses in bonds and high volatility in stocks. But make no mistake: This structural shift is the single best economic and financial development in the last 20 years. Looking forward and as shown in this report, investors will benefit from a return to sound money.

Under the Corporate Transparency Act (CTA) and starting January 1, 2024, companies created in the United States will have to disclose and file certain information with respect to individuals owning more than 25% of the company or otherwise having control over the company. In this interview with Brian Lucareli, attorneys James Howard and Stephanie Derks explain the CTA, the new reporting rules, and how it will impact family offices.

Several years on from the pandemic, the global economy is still wrestling with the repercussions. While investors will hope for the best in 2024, macro analyst Richard de Chazal examines the resiliency of the markets against a crowded backdrop of Fed policy uncertainty, inflation, bond market and economic dynamics, and other factors each of which will test the limits of the market’s endurance.

The tech industry has been undergoing a difficult period. Economic instability, high inflation, and rising interest rates have prompted tech companies to reevaluate their business strategies, adjust their growth plans, and revisit their staffing models. At the same time, there have been remarkable advancements with generative artificial intelligence (AI) taking center stage and ushering a new era of technology. This acerating pace of tech innovation continues to introduce new business opportunities across industries.

Leaders of founder-owned businesses embarking on a liquidity event often have never been through a sale process or conducted a formal capital raise. It’s a complex process—so they often turn to outside advisors for guidance.

Cybersecurity is a known and growing risk that all family offices need to address. The potential of a cybersecurity attack is no longer a matter of whether it will happen, it’s now a matter of when it will happen.

Over the past 15 years, the IRS has attempted to ramp up its scrutiny of wealthy individuals. With billions in new funding promised under the Inflation Reduction Act, the IRS has announced additional tax enforcement efforts focused on the wealthiest filers, including high-income individuals, partnerships, and large corporations. Attorney Erin Lasenby discusses some of these enforcement efforts and the filers that would be affected by each. With the revitalized efforts, the targeted filers should be prepared for the IRS shifting their audit attention to them.