Deutsche Bank's Year-end Outlook provides an interview with Larry Adam, CIO and Chief Investment Strategist - Americas. Topics include the state of the U.S. economy and the major drivers of economic growth, the outlook for interest rates and its effect on stock, bond and emerging markets.
This guide to selling your business provides a high level overview of the business sale process including pre-transaction planning, wealth planning and investment management.
Deutsche Asset & Wealth Management Tax Topics discusses possible outcomes from the mid-term elections, such as treatment of the nearly 60 tax "extender" provisions that expired at the end of 2013. Also covered is possible future tax reform and the loss of cherished tax benefits such as the deductible contributions to employer-sp...
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 ea...
This issue covers the release of the IRS 2015 inflation-adjusted numbers with a run down of important points to keep in mind including things to remember for year-end gifts, last chance for "portability" filing and the alternative minimum tax (AMT) deduction.
The December issue of CIO View includes key economic indicators and articles: Closing the Investment Gap: Since 1990, net investment rates—that is, net investment relative to GDP—have plummeted in developed economies. These rates fell sharply during the financial and economic crisis in particular.&n...
Boards can assist with some of the particularly challenging issues family companies face. There are several different factors that should be considered as a board is created or renewed. While each family company’s situation is unique and every scenario cannot be addressed, the goal is to provide a framework of how corporate governance practic...
This Family Business Corporate Governance Series "What is a Board's Role in a Family Business?" explains how to build an effective board for your family company, and how boards can assist with some of the particularly challenging issues family companies face. This module discusses why you might want to evolve or ch...
Pitcairn and The Corporate Greenhouse have co-written a case study that validates why talent planning and business planning are equally important and interdependent. The case study discusses how Pitcairn’s CEO is transforming a 90-year-old family business into a high-performing multi‑family office with increased profitabil...
While many investors equate “access constrained” to “top performing,” quantitative data debunk the assumption that access-constrained managers are the best performers. If you look at the top-performing funds across the last decade, you quickly realize that ‘access constrained’ or popularity are not correlated to ...
Currency risk is a fact of life for European families. Today even the simplest diversified portfolios include foreign currency exposures. Many investors find it tempting to ignore currency risk, believing that it will all “even out in the end.” But this is not an option for most families who need to draw down funds from the portfolio to...
Farmland is increasingly gaining traction as an attractive long-term investment option for sophisticated and capital rich investors. Direct investments in farmland have historically provided a healthy and relatively stable level of current income, a compelling risk-adjusted rate of capital appreciation, an effective inflation hedge, and a material ...
This article excerpt Atlantic Trust Private Wealth Management provides an overview of the most common security issues, provides points about bank security measures and offers 6 steps to mitigate online security risks.
The Global Family Business Survey is the seventh survey by PwC from interviews conducted with key decision makes in family businesses in 40 countries. Without question, family firms remain a dynamic and resilient sector, even though the post-recession economic environment is proving tough, and there are continuing pressures...
To date, the slow national recovery in the office sector has been driven largely by negative forces such as high unemployment rates and owner desires to reduce operating costs. Today, however, there exists an opportunity to counterbalance those negative influences by understanding the technological, generational a...