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 Knocks?
Asset Consulting Group
Qualified Opportunity Zones (QOZ) offer taxable investors the potential for deferral of existing gains and tax-free growth. Though the basic provisions of the tax incentive are known, the rules
Global Economic Update, Second Quarter 2019
Asset Consulting Group
Discussions between the U.S. and China regarding trade and tariff issues remain fluid. Markets are increasingly optimistic that an agreement between the two countries can help restore globalization
Possible Unintended Consequences of Passive Investing
Ian Kilcullen, Key Capital Private
Passive investing began to gain traction following the 2008 financial crisis, with the trend reflecting the view that the higher fees of active managers would exceed the excess returns that they were
Market Commentary 2019 Q1: March Gladness
North Sky Capital
It has been a great start to 2019 in the marketplace, beginning with impact investors making strong returns. Next, notable companies are being acquired or completing IPOs. Opportunity Zones are a hot
2019 FOX Global Investment Survey Highlights
One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joined us to
An Introduction to Private Markets: Understanding the Basics
Ryan Cotton, BMO Family Office
Private markets investments remain poised to play an increasingly important role in the portfolios of individual and family investors seeking the compelling long-term outperformance and
Baron Insight: The Impact of Millennials on the Consumer Discretionary Sector
David Baron, Ashim Mehra, and Eric Guzman, Baron Capital
There is a lot to like in the Consumer Discretionary sector, particularly for investors in search of companies with significant growth opportunities and sustainable competitive advantages. With
Direct Investing (Part 2): What do the Numbers Say?
There is not a lot of data to call upon to glean the performance of direct private investments; however, based on a large, robust study focused on institutional investors, family offices should know
Finding Alpha in Challenged Global Markets
Christopher Hancock, Signature Family Wealth Advisors from Brown Advisory
Global investors need to have an open mind. At any given time, many countries and markets around the world may appear to be rife with risks and problems, and yet in many cases, these countries may
Bubbles and Crises: Twenty Years of Lessons Learned
Paul Chew, Signature Family Wealth Advisors from Brown Advisory
While hosting a daily morning meeting, Paul Chew at Brown Advisory, was asked: What are the most important lessons you learned from managing through the technology bubble in 2000-2001 and the