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Time is of the essence. Significant wealth planning opportunities are set to expire at the end of 2012. It is critical for wealthy families that have taken a wait and see approach to the future of gift and estate taxes to formulate a plan now. Developing and implementing well thought out and properly structured wealth planning strategies takes mont...

A complete and well-developed art service platform can be a competitive advantage for a family office, and as competition increases these platforms will be more global, transparent and diverse in their offerings. Knowing these trends and changing your office to accommodate them can set a family office on solid ground with often demanding collecting...

The term "art storage" is something of a misnomer as it is not solely focused on the storage of paintings and sculpture. Art storage applies to the safekeeping and preservation of a wide variety of property, everything from prints to jewelry to couture fashion to wine. This paper details seven crucial characteristics you should seek in an art stora...

This report sheds light on a little-noticed wrinkle triggered by possible new 2013 rate changes that will make some taxpayers no longer subject to the Alternative Minimum Tax (AMT). Wealthy taxpayers currently paying AMT may see their effective marginal rates rise by as much as 12.5 percentage points under the law now scheduled to go into effect in...

Many will recall Carmen Reinhart’s and Kenneth Rogoff’s "This Time is Different: Eight Centuries of Financial Folly," which had a significant impact on the public discussion over the relationship between debt and economic growth following its publication in 2011. In this article, Rockefeller & Co. Senior Advisor and Economist Matthew D. Gelfand dis...

Video biographies are an emerging instrument many ultra-high-net worth families are commissioning to help preserve their history. The biographies allow the wealth builders, or their progeny, to discuss, in their own words, important topics that are of concern to them – family governance issues, estate and tax strategy, philanthropic arrangements an...

With few high yielding alternatives available in today's investing environment "drought", it is not surprising there is a strong demand for high-yield securities. In Aberdeen's view, the current economic environment should provide a highly beneficial climate for high-yield fixed income asset class. High-yield credit spreads are well above where the...

The new landscape of energy in the United States — in particular, domestic oil and gas — is changing the national discourse on “energy independence,” influencing our economic recovery, and offering opportunities for discriminating investors. This paper takes a closer look at what might be a new renaissance in oil and gas.

Liquidity, in simplest terms, is the ability to meet your financial obligations, to cover your interest, principal and expenses. It is commonly thought of ready cash or the ability to convert assets to cash, quickly and without a loss. Why is liquidity important? Having enough cash to handle those shocks and surprises that inevitably occur will hel...

Over the past 20 years, economic, political and technological events have led to a dramatic growth in Emerging Market economies. Increased globalization, the dissolution of the communist bloc and the opening up of previously inaccessible markets such as China have all played a part in the expansion of investment opportunities in these countries, wh...

The four articles in this paper provide investment perspectives on the U.S. recovery, the Eurozone crises, the nature of China’s landing and whether policy makers have unleashed deflation or inflation.

The increase in ultra-high net worth families around the world—especially in the emerging economies of Asia, the Middle East, and Latin America—makes family offices a growing force in the global investment market. But if family offices are to live up to the high expectations of their client families, they must offer an exceptional level...

The cloud is the hottest buzzword in the technology industry right now. The whole subject of cloud computing, however, is often clouded — so to speak — by a lot of technical terminology and marketing hype. This white paper is an introduction to cloud computing written specifically for investment managers. It explains what cloud computing is, descri...

This basic primer for investment managers provides a thorough introduction to exchange-traded funds – what they are, how they work, why they can be useful – and examines why regulators have been taking a closer look at them lately.

This presentation details the key findings of a study looking at the effect of private equity on employment.