SB 54 Increases Transparency in California’s Venture Capital Industry
Perkins Coie
The Senate Bill 54 (the “SB 54”) was signed into law in California and will take effect March 1, 2025 for all investments made during calendar year 2024. The law will require “
No Surprises: Managing Risk in Family Portfolios
Cambridge Associates
Creating portfolios that are customized to a family’s unique investment goals and risk tolerance requires ingenuity and flexible thinking. However, the execution of risk management should be
Art Market Update: A New Equilibrium
Bank of America Private Bank
As auction sales level off in 2023 from the highs reached a year ago, the art market recalibrates with more conservative pricing, risk management, and an unquenching demand for A+ works. Heading into
How to Avoid Deal-Related Leaks—and What to Do When They Happen
William Blair & Company
For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive
Where’s the Recession?
Asset Consulting Group
Investors have been looking for a recession amidst rising interest rates and expectations for slowing growth, but continued growth in much of the economy and resilient investment performance in 2023
Liquidity Hazard Planning for Families of Wealth
Cambridge Associates
Consistently revisiting potential liquidity risk is important work for family investors, as many of these risks can lay silent for prolonged periods and become easy to overlook. In fact, unexpected
Impact Investing for Family Offices
For the wealth owners—and the family offices managing their assets—the opportunities that impact investing presents are arguably greater than for any other type of investor. While impact
Simplifying Family Investment Portfolios
Cambridge Associates
A dynamic portfolio can help address a number of investment challenges that families of wealth face, including varying multigenerational preferences, unique tax considerations, domicile requirements
ESG Investing: Aligning Your Values with Investment Opportunities
BMO Family Office
When it comes to investing with environmental, social, and governance (ESG) concerns in mind, there’s the aim to help foster positive change in the world through the lens of one’s
Diversification is No Free Lunch
Gresham Partners
Over the last few decades, the lackluster performance of traditional active managers has fueled the rise of “closet indexing.” For some, this trend, and the related systemic