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.


Opportunity Zone Benefits; Nuts and Bolts; and Loose or Missing Screws
Leigh Griffith and Shane Morris, Waller Lansden Dortch & Davis
The Tax Cuts and Jobs Act of 2017 created a new tax incentive, the Qualified Opportunity Fund (QOF), designed to encourage long-term investment in low income communities. The QOF has 
First Quarter Outlook 2019: The Tide Shifts
Eton Advisors
2018 was a tough year for investors, with most major asset classes finishing with flat-to-negative returns for the calendar year. Worries over monetary policy, economic growth, and trade wars are
2019 Guide to Tax and Wealth Planning
PwC Private Company Services
Managing wealth can be particularly complex as policies and tax laws change. Employing financial, legal, and tax professionals can help, but each family should be vigilant in understanding and
FOX Public Webinar: Forging a Direct Investment Path
During this webinar, Kristi Kuechler discussed how family offices are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate
Cannabis Investing: Rationally Capitalizing on This Unique Opportunity
Poseidon Asset Management
Cannabis and industrial hemp are projected to be large disruptors across many industries that include agriculture, construction, energy, textiles, and law. The industry is also moving at an
Regime Change
Northern Trust
Volatility has returned to risk asset markets and has investors asking: “Is this time different or is something else afoot”? In this dedicated Global Family Office investor letter, we
2019 FOX Foresight – Forging a Direct Investment Path
Family Office Exchange
Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating businesses—as they
Private Wealth Investment Policy Statements: A Roadmap for Uncertain Times
Emotions and behaviors can derail a sound investment approach, especially during periods of volatility. That is why it is important to have an investment statement policy (IPS), a document outlining
Private Investing for Private Investors: Life Can Be Better After 40(%)
Cambridge Associates
Private investments, particularly private equity and venture capital, have provided the strongest relative returns for decades. For families with multigenerational wealth, they may be particularly
Private Credit Benchmarks: A User's Guide
Cambridge Associates
In response to the proliferation of new private credit strategies and managers, a new set of benchmarks was developed to help limited partners (LPs) assess the performance of new and existing fund