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.


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.

Carried Interests and Investment Management Fees: Certain Tax Reform Changes for Fund Managers
Vorys, Sater, Seymour and Pease

Family office investment vehicles often are organized as limited partnerships or LLCs treated as partnerships for federal income tax purposes.

Situation Analysis: Flat Out of the Gates
Ascent Private Capital Management

Following the first negative quarter for domestic stocks since 2015, the second quarter of 2018 began on a sour note, with the S&P 500 Index falling 2.2 percent and the technology-heavy NASDAQ

2018 FOX Global Investment Survey: Key Insights
Family Office Exchange

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year.

Distressed Debt: A New Way to Categorize Managers
Cambridge Associates

As the economic cycle progresses, the next recession draws inexorably closer and brings with it the next downturn in the credit cycle.

2018 FOX Global Investment Survey Highlights

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys.

Culture and Capitalism in China: A Family Office View from Wigmore

The United States has been the world’s undisputed economic superpower for more than a hundred years. Yet in the long arc of history, that dominance has been relatively brief.

Helping Your Child Become Financially Self-sufficient
Jose Peris, Ascent Private Capital Management

Helping your children learn to become financially self-sufficient can be one of the most satisfying jobs of parenthood.

Why do the Wealthy Borrow?

More than any other segment of the population, the wealthy understand the power of leverage in today’s environment.

Market Correction: Passing Squall or Tsunami Warning?
Bruce D. Simon, Ballentine Partners

Investors awoke from their multi-year slumber in late January to a nasty reminder that stock prices are volatile.