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