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Our advice to anyone hesitating to bring about an intergenerational family foundation because the time does not seem right or there are too many family issues to confront is — just get started. There is no better time than now to have the satisfaction of helping others and, at the same time, to give your family the opportunity to grow and to disco...

We hear much these days about how difficult it is to put together a career. The "younger" generation seeks more than jobs. They want their work to be fulfilling and to make a difference, and they need to earn a salary that they can live on, have medical benefits and maybe even save enough to one day retire. This is a tall order in these times of co...

The SO is a little known vehicle that can be used by families to give back to their communities during their lifetimes, especially if they want to use stock in their family businesses to fund the gifts. The SO is described in IRC Section 509(a)(3).

The decision to make a planned gift allows the donor to satisfy his/her charitable intentions without the loss of income from the securities. Unlike an outright gift, this transfer is of the remainder interest only; the donor retains the current income stream.

For most people, being part of a family means learning the family culture and passing the family’s values through the generations. If philanthropy is part of a family’s ethos and identity, most parents agree that there are many ways to incorporate the concept as well as the practice of giving in day-to-day life.

The day-to-day operations of a family foundation are naturally consumed by details such as grant reviews, donation formulas and site analyses. Though important work, family foundations focus less attention on the basic questions: Why give? What difference does it make?

Over the last year, Perrybell Investments, Inc., the family office of the James Ford Bell family, has made cutting-edge changes in the structure of family office ownership. The resulting company, Family Financial Strategies, now contracts with the Bell family for comprehensive family office services and has also accepted a limited number of new fa...

Profile of the Brumley family.

High-frequency trading has been the focus of public and regulatory attention since the flash crash of May 6, 2010. Crash-related events showed that equity markets may be vulnerable to strategies facilitated by trading technology. As a result, regulators in the United States and Europe are increasing requirements and oversight for high-frequency tra...

India's private equity market offers opportunities for investors who are focused, patient, opportunistic and agile. Success requires being familiar both with the economy's internal currents and target companies as money is abundant but trust is harder to come by.

Thanks to dedicated financial infrastructure and full research coverage, local currency debt is now a plausible and enticing asset class. Fundamentals continue to improve even after being tested by the 2008-2009 financial crisis, while supporting technical factors such as increased liquidity and a broader investor base also have increased its attra...

Indexed universal life insurance provides a crediting rate tied to the growth of an equity index. With the potential for an enhanced yield and a guaranteed minimum crediting rate, indexed universal life may be an attractive life insurance option, particularly in the current low interest rate environment.

While both exchange-traded funds and index separately managed accounts offer the comparatively low fees and superior pretax returns common to nearly all forms of indexing, the authors say that only SMAs can deliver sizeable return benefits to the taxable accounts of wealthy investors.

While diversification remains the cornerstone of modern portfolio theory, many diversifying investments followed the direction of the equity markets when they collapsed during the recent financial crisis. This led many investors to suspect that their asset allocation frameworks needed refining. An analysis suggests these investors may be right.

It is our view that inflation should be moderate over the near term. However, we recognize that portfolios of different investors have different sensitivities to sharp increases in inflation. To that end, the discussion here centers on methods to hedge unexpected inflation in those specific portfolios.