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Tax Topics Oct 6 2014
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While the large federal exclusion may mean that many people no longer have federal estate tax issues, they may still have state estate tax issues. The challenge is balancing the desire to mitigate estate taxes with maximizing a basis step-up for appreciated property at an individual’s death. Put differently, planning has gotten harder, not easier!

Measuring Impact
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In recent years, impact investing has captured the attention of leaders in finance, philanthropy, business, and government seeking innovative ways to help solve some of s

Family Offices Exempt From Registration as Commodity Trading Advisors
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The U.S. Commodity Futures Trading Commission’s Division of Swap Dealer and Intermediary Oversight (Division) issued a no-action letter providing family offices relief from commodity trading advisor registration, in connection with advisory services they provide to family clients.

The Meaning of Wealth in the 21st Century
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The start of the 21st century saw the emergence of a global industry of family office and family wealth practitioners. Undoubtedly, this industry existed in previous centuries, but never on the global scale of recent times.

Global Population Trends - An Immutable Force
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This study describes both short-term and long-term expectations for population growth and trends, and the impact these macro-factors will have on the global economy and the resulting investment implications.

Luncheon - Speaker Adam Braun - The Promise of a Pencil
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As a student, Adam Braun, was inspired by a film to travel to developing countries to see poverty firsthand. In India, he asked a boy he encountered what he wanted most. The reply stunned him: "a pencil." Braun gave the boy his pencil and never forgot how his face lit up. He returned home with a goal of starting an organization to raise money to build a school overseas. Since 2009, Pencils of Promise has partnered with communities and governments to build 206 schools in Latin America, the Caribbean, Africa and Asia. It also trains teachers and covers other school costs.

Case Study: The Journey of One Family Office
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The Sackler family has been a multi-generational investor in hedge funds for over 20 years. They recently transitioned a portion of their portfolio from traditional limited partnership structures into liquid alternatives, also known as alternative mutual funds or ’40 Act vehicles. Are these vehicles the truest form of innovative disruption the hedge fund industry has seen in decades? In partnership with the family’s long-time liquid alternatives consultant, Brad Balter and his firm Balter Capital Management, they think this is precisely the case.