Leaders in the private wealth management industry have formalized the investment planning process, learning from their institutional counterparts. They know that successful investment planning goes beyond financial asset management, diversification, due diligence and financial reporting. Integrating the family’s investment plan with the personal, financial and philanthropic goals of the family is essential.


Opportunities in Global Direct Lending
Ares Management
Over the past several decades, lending to middle market companies in the U.S. and Europe has shifted due to structural changes and evolving risk tolerances in each respective banking system. The
FOX Public Webinar - Family Offices Reassess Their Investing Approach in the Midst of Disruption
In this webinar, Kristi Kuechler of Family Office Exchange (FOX) explores many of the changes that family offices are experiencing, and highlights recent FOX survey data as we discuss the
Managing Legal Risks Inherent in Direct Investing
In this session, produced in conjunction with the FOX Direct Investing Network, we explored how to manage and insure against the various legal risks facing family offices today. Special
I Married a Robot: How Artificial Intelligence Will Change Our Lives
Ballentine Partners
From the Amazon Echo to self-driving vehicles to currencies that you can’t touch, Artificial Intelligence (AI) is gradually transforming developed societies in ways that cannot yet be fully
The Real Economy: U.S. Housing Outlook
Housing demand in the United States remains brisk even as issues with supply and affordability mount, particularly in the West. Solid sales and consumption are forecasted throughout the economy this
New "Qualified Opportunity Zone" Program
Vorys, Sater, Seymour and Pease
As part of federal tax reform, Congress created a new “Qualified Opportunity Zone” program to encourage investment in businesses that are located in low-income communities. Under this
The Real Economy: Market Volatility
Over the past year, the improved picture of the financial services community has been predicated on rising interest rates, strong financial conditions, modest inflation and an overall improving
Strategies for Successfully Obtaining New Market Tax Credit Financing
Vorys, Sater, Seymour and Pease
The purpose of the New Markets Tax Credit (NMTC) program is to attract private investment to communities lacking adequate access to capital and experiencing vacant commercial properties, outdated
Marketplace Lending Finds a Place in Institutional Portfolios
LendingClub Asset Management
For centuries, corporate and consumer lending has followed a traditional model in which financial institutions act as centralized counterparties, making loans funded by deposits. Around 2006, this
The Three L's of Portfolio Construction: Liquidity, Liquidity, Liquidity
One of the most important elements in portfolio construction is positioning the portfolio properly to allow it to meet personal and investment liquidity needs under various market conditions. One of