Search Results

Family offices develop complex and highly individual business models that can make fraud prevention programs difficult to implement. At the same time, family offices are exposed to various types of risk that can hamper their ability to protect family assets. In these two papers, Rothstein Kass explains practical methods for preventing fraud and min...

Tough financial times demand strong risk management systems while limiting the resources available for those systems. In their sixth annual risk management survey, Marsh and the Risk and Insurance Management Society examine strategic risk management in practice and offer recommendations for building strong risk management programs.

Believing the asset management industry is undergoing a major transition that will amplify the complexity of market dynamics for the foreseeable future, Tuttle Asset Management espouses a dynamically adaptive system that increases the probability of success by identifying the market's inflection points within the context of a long-term technical vi...

As of May, the press has access to British family court – a change that has implications for wealthy families. Withers LLP explores the ramifications of that decision for families in this set of articles. The lawyers also highlight cases showing that prenuptial agreements can be valuable and that rising and falling stock prices are not a reason for...

Because individuals are more vulnerable in a medical situation when traveling abroad, they are wise to assess risks and create an actionable plan to protect their health and well-being before they leave home. WorldClinic Inc. offers a helpful checklist of six things to consider as part of that preparation for travel.

Even with the safeguards afforded by the Health Insurance Portability and Accountability Act, there still are certain circumstances under which medical privacy is not protected. A new paper from Health Champion notes these areas of vulnerability and offers advice for keeping personal medical information as secure as possible.

A simple, periodic verification of the credit-worthiness of an insurance company and the adequacy of the policy funding is not sufficient to fulfill the requirements of the Uniform Prudent Investor Act. A paper from J.R. Katz recommends that reviews of policy suitability include financial strength and claims paying ability, cost competitiveness, pr...

When implemented responsibly, a successful foreign exchange hedging strategy can go beyond mitigating foreign exchange risk to actually improving the bottom line of a global business, according to a paper from SVB Capital. The author addresses the impact of currency exchange rates as well as best practices for implementing a hedging strategy.

The holidays are a time for relaxing with family and friends. Unfortunately, criminals use this time to shift into high gear. Crime statistics from October indicate this year will be no exception to the historical trend, but you can take steps to help avoid becoming a victim of burglary or theft.

Frontier markets are considered to be low-liquidity outsiders beyond developed and emerging markets. They offer the potential for strong long-term returns and diversification benefits at a reasonable level of volatility. However, they come with significant risks that need to be factored into an investment strategy.

Politics still seem to trump economics in the United States and Europe, although a renewed U.S. downturn seems avoidable and Greece is likely to move ahead with an orderly default. Now may be the time to consider a modest increase in equity risk positions, particularly for information technology and financials.

The Internal Revenue Service records more than 1 million tax-related cases of identity theft every year, and resolving these cases can be time-consuming. This newsletter identifies typical incidents and explains how to resolve them. It also discusses how intra-family loans can help to transfer wealth.

Investors strive to act prudently and to generate good risk-adjusted returns. But what happens when these two objectives are in conflict? The author discusses the conditions under which these goals may be incompatible and offers suggestions for minimizing the opportunity costs that arise when prudence gets in the way of returns.

A sustained level of volatility may actually benefit long-term commodity investors. Tightening supply/demand conditions may lead to potentially higher long-term returns and investors can capitalize on the shape of the futures curve by taking advantage of short-term supply stocks to generate alpha.

Trading policies implemented after the flash crash of May 2010 have reduced the level of individual stock dislocations but have not eliminated market volatility, which has persisted and even increased. Investors should seek protection from economic and market risks but without blindly forfeiting long-term returns.