Keynesian principles helped us to bridge some of the most troubled waters any of us have ever seen, but it may be time to recognize that solving unemployment means more than just stimulus packages to put people back to work. It means aiding the private sector in its quest for new markets and new profit-making opportunities.
Most families with vacation property want an ownership structure that addresses management authority, transferability of ownership interests, and resolution of disputes. Only a limited liability company addresses all of those issues and protects family members from personal liability associated with owning the property.
The consolidation phase for equities appears to be reaching an end, causing Credit Suisse to reverse part of a tactical downgrade from February and take equities to 2 percent overweight on a one- to three-month basis. That rate would be increased if the markets fell further or the outlook for China became clearer.
This report by the World Economic Forum looks at the strategic importance of long-term investing for financial stability and the role of wealthy families as long-term investors alongside institutional actors such as sovereign wealth funds, endowment foundations, pension funds, and other entities.
The financial risks associated with unplanned health care events need to be part of the financial planning process to guard against negative impacts to an investment portfolio or retirement income plan in the event of a catastrophe.
Private foundations face risk scenarios such as breach of contract, fiduciary liability, mismanagement of assets, wrongful acts of trustees, employment practices liability, and even possible kidnapping or extortion of trustees. To protect themselves and the foundation, directors and trustees should insist on appropriate insurance coverage.
This summary report of the second quarter provides a high-level view of global economic data as well as global and U.S. economic trends. In addition, it examines individual market segments, including U.S. fixed income, U.S. equity, global equity, international equity, hedge funds, private equity, and real assets.
Investors face choices about how much to allocate across the liquidity spectrum of public equity, hedge funds, and private markets. The author outlines the benefits and costs in providing a framework for allocating across those three levels of liquidity when investing in equity markets for commodity producers.
This paper considers some of the key risks warranting board of directors' attention in the next year and proposes practical steps to take in response to political risk and the role of emerging economies, supply chain risk and business resiliency, capital investment and project-related risk, cyber risk, and compliance and regulatory risk.
By making charitable contributions from within the family's closely held business, the potential donor can maximize the benefits of a charitable contribution and the value of the assets being contributed, structure the gift transaction to supplement the business owner's finances after the gift, and coordinate with succession planning for the business.