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.


Qualified Opportunity Zones: An Introduction to New Opportunities under the 2017 Tax Cuts and Jobs Act
Schiff Hardin
The Tax Cuts and Jobs Act of 2017 created new incentives for investment into certain communities throughout the United States that have been designated as Qualified Opportunity Zones (QOZs) by the U.
Qualified Opportunity Fund Guidance
Koley Jessen, P.C.
The Department of Treasury and Internal Revenue Service has issued initial proposed regulations and instructions for investments in qualified opportunity funds (“QOF”), a program designed
Hedging with Put Options: A Costly Endeavor
Andrew Hacker, Ballentine Partners
After a decade-long economic expansion and bull market in US stocks, investors are understandably nervous about downside risk. Global economic policy uncertainty rose sharply in 2018, fueled by the
Women & Wealth
GenSpring | SunTrust Private Wealth
Women continue to make great strides in wealth. However, the general theme in the latest research on women and wealth has revealed that women are still restricted by their own lack of confidence. It
The Message from the Bond Market
by Bruce D. Simon, Ballentine Partners
The bond market often provides important clues about investor expectations that are harder to discern from the daily vacillations of stock prices. Today the jump in 10-year yields has widened the
Family Wealth Advisors Insights
Bank of the West
There is great responsibility when serving the ultra-high net worth clients, especially those who are concerned about preserving a family legacy and the successful transfer of their wealth and/or
Using Donor-Advised Funds to Achieve Charitable Goals
Fiduciary Trust Company
Charitable giving in the U.S. has grown to record levels in recent years, and donor-advised funds (DAFs) account for nearly 10% of all U.S. charitable giving. Learn why benefits such as tax savings,
Investing in CLOs: Key Considerations for Today's Market
Ares Management
The fundamentals of CLO investing are largely unchanged since the earliest days of the market. Analysts must still make judgments about the three key components of any CLO: portfolio, structure, and
Federal Opportunity Zones (O-Zones): Investment and Tax Deferral Strategy
With the passage of the recently enacted Tax Cuts and Jobs Act, a significant opportunity exists for investors to defer capital gains tax owed via the establishment of the newly created Federal
Middle Market Businesses Refrain from Capex Investments Despite Tax Incentives
In order to sustain their businesses for the long term, successful business owners tend to be thoughtful in their investments. They act like chess masters, deciding their next five moves in order to