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True wealth transfer focuses on the synergies of various forms of family capital. The authors support shifting the definition of "success" from the singular transfer of financial wealth to helping the family develop a plan that considers the family's human capital and its relationship to the sustainability of the family's financial capital.

Despite the uncertainty regarding estate taxes, wealth owners still can take steps to ensure their estates are in the best possible position no matter what laws are passed.

Examining the impact of their behavior on the family client gives family office professionals insight into how to enhance their relationship with the family; it also highlights some of the ways in which their behavior may lead to unintended consequences.

Venture capital shows signs of recovery. Short-term returns have improved and investment volumes have increased to almost pre-crisis levels in the U.S. Analysis supports the notion that a vibrant VC market is conducive to technological progress and, thus, growth.

Be sure that your heirs have the information they need to access your online accounts.

Even with the recently enacted financial industry reform legislation, prudent investors should evaluate whether their advisors are truly acting in their best interest by examining nine areas in which a conflict of interest could exist.

Understanding the family history can help to create a family legacy, establish sound strategy to keep future generations interested in a family business and develop philanthropic missions for these future generations.

Due to new money market regulations and other structural changes in the cash markets, institutional and retail investors are reviewing their short-term investment options and liquidity needs. This paper provides an overview of money market funds, the recent changes in 2a-7 money market regulations, and our view of the impact on money markets.

In the post-Madoff era, the foundation and non-profit sector continues to struggle with how to invest philanthropic assets most appropriately and how to ensure that boards and staff are managing investments prudently.

This white paper describes what CLOs are and how they fit into the broader basket of financial structured products. Keeping in mind that the arena of structured credit has changed much over the past couple of years, this paper refers to a 2006 CLO structure to describe the essentials of CLO structures. Bank loans are briefly described, followed by a section on how CLOs are managed. A brief history of CLOs is introduced with a section on the changing investor profile over the past few years, dovetailing into the role of rating agencies in the CLO market.