The ABC of Family Partnerships
In order to simplify the wealth structure and investment vehicle, many high-net-worth families collectively pool the assets of individual family members to form a legal partnership entity. The
Qualified Opportunity Zone Funds: A Private Investment With Tax Benefits
BMO Family Office
There has been much discussion regarding the Qualified Opportunity Zone program established via the Tax Cuts and Jobs Act in 2017 because of potential tax advantages. This program aims to incent long
Latest Guidance from IRS on Opportunity Zones
The IRS released its second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested in opportunity zones. While some questions remain
Crypto vs. Blockchain: How to Separate What's Real and What's Hype in the "Blockchain Revolution"
There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions
Where is the Illiquidity Premium in Private Real Estate?
Thomas Bohjalian and Jon Cheigh, Cohen & Steers
Contrary to the benefit that investors have historically achieved with corporate private equity investments, private real estate funds have generally not succeeded in delivering a return premium. Yet
Hiding in Plain Sight: Impact Investing in the Creative Economy
Rockefeller Philanthropy Advisors
The Global Impact Investing Network’s Annual Impact Investor Survey 2018 reports that zero percent of the respondents’ $228 billion of assets under management were invested in Arts &
2019 FOX Survey on Values-Aligned Investing
Family Office Exchange
The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families of wealth view
2019 FOX Global Investment Survey: Key Insights
Family Office Exchange
The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This report
3 Opportunities in the Animal Health Space
Neal Rosenberg, Baron Capital
Companies are starting to take notice of the increasing numbers of pet owners prepared to invest in their pets' health. Driving much of this growth is a secular shift referred to as the "
Buy in May and Go Away
Asset Consulting Group
The rhyming market maxim “Sell in May and Go Away” describes the phenomenon that stocks have historically underperformed between May and October, and that investors are better off being