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.


Emerging Markets: Down, Not Out
Bruce D. Simon, Ballentine Partners
After a spectacular year in 2017, emerging market equities have badly trailed their developed market counterparts in 2018. It has been a rough ride for investors who believe in the superior growth
Five Things to Consider if a Buyer is Financing the Purchase of Your Business
Koley Jessen P.C.
Transactions for the purchase and sale of businesses are rarely all cash deals. No matter the transaction structure, the use of financing to consummate the purchase creates a new dimension and layers
CIO Insights: Carefully Does It, Stay Invested But Hedge
Deutsche Bank Wealth Management
Volatility has increased and it can be associated with a range of recent developments—for example, global trade tensions and political uncertainty in the Eurozone. But increased volatility also
Third Quarter Outlook 2018: The Tug-of-War Continues
Eton Advisors
Looking toward the second half of 2018, the struggle between opposing forces—the positive impact of late-cycle economics and negative forces connected to monetary policy and geopolitics—
The Evaluation of Tax Liabilities
For private wealth clients, the consideration of tax liabilities adds another wrinkle to already complex investment decisions. It is vital for high-net-worth individuals and families to weigh the tax
Investment Outlook: Are Markets Set to “Peter” or “Pan” Out?
In this mid-summer session, Deutsche Bank’s Larry Adam shared his perspective and investment outlook for the remainder of the year. Given the prolonged strength of the U.S. economy and near record
The "X" Factor: Is the Market Underestimating Productivity Growth?
The “Recession 2020” talk is omnipresent in the financial press, but productivity developments—which are no longer a manufacturing phenomenon—may extend the party. After years
Policy Benchmarking: Best Practices for Private Investments
Cambridge Associates
For investors with private allocations, how one incorporates them into the policy benchmark will materially impact the portfolio’s relative performance, making the choice key to informed
Seven Fundamental Principles of a 1031 Exchange
Plante Moran
1031 Exchange, commonly known as like-kind exchange, can be a smart tax strategy for business owners who also own or invest in real estate. Understanding seven basic fundamentals of a 1031 exchange
Entrepreneurialism Through Trusts: Including Direct Investments in Trust Structures
Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed