This session will address how to make family capital and family investment teams competitive with outside investment enterprises. Sean Mooney, Founder and CEO, BluWave Moderated by Tim Duffy, General Counsel and Manager of Strategic Partnerships, FOX
Like many families, you may be involved in running businesses or other types of investments together with other family members, but is this necessarily the right choice? Should you consider breaking away and creating your own path. The decision on whether to stick together or unbundle collective assets into separate ownership and investment structu...
When it comes to reaching your family’s financial objectives and perpetuating its wealth, integrated family wealth planning is critical. A family governance system can significantly facilitate that process. This evergreen guide offers best practices and key elements of an effective family governance system, one that can be instrumental and flexible...
Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as overall wealth planning goals. In examining some common charitable giving strategies, the advantages and disadvantages are discussed, and examples are prese...
In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along with four guiding principles to help create an impactful portfolio, we discuss the broad opportunity set, how to construct and then actively manage...
For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets to achieve maximum impact with charitable giving. By donating cryptocurrency to charity, it can also unlock additional funds in two tax-smart ways. For more insi...
With impact investing, the viability and projected growth of the creative economy is not easily seen. But when using the “creativity lens” that looks at creative activity beyond the limits of art and culture, a different story emerges. It can be seen that impact investing in the creative economy has been hiding in plain sight. This study by Rockefe...
Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series and acts as an introduction to impact investing. To consider the next ste...
Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine. In this guide, which builds from the introductory guide on impact investing, the three phases are explored further to explain how to take practical steps towards implementing your first impact investment.
As private equity (PE) fund managers and portfolio companies look ahead in 2024, they anticipate a changing exit landscape, hurdles in meeting their investment theses, and ongoing talent obstacles. To meet the inevitable dealmaking challenges (and opportunities), there are 5 PE trends to keep in mind: (1) the ramifications of the U.S. presiden...
The closures of Silvergate, Signature, and Silicon Valley Banks may have shaken the private equity marketplace, but that doesn't mean private markets aren't still attractive opportunities for investors who understand the risks involved. Here are a few considerations for family offices and high-net-worth investors to keep in mind as they partner wit...
This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full presentation deck and explore the educational modules on the topics of interest that include: Setting an Investment Policy and Principles of Portfolio Cons...
Private equity faces a crossroads. Looking at a challenging economy, the industry plans to turn its attention inward to current portfolio companies. From this 2023 BDO Private Capital Survey Report, learn where the private equity industry plans to invest capital and create value; how larger and smaller funds are deploying capital differently; ...
President Joe Biden’s executive order targeting U.S. investments in certain industries in China has raised questions about its impact on global markets and investment portfolios. In examining its potential effects, NEPC’s Senior Investment Director, Jennifer Appel, shares her insights on what the executive order means for investors. She also provid...
As families of wealth and their Family Offices consider future success strategies, how ready are they to adapt? To help families prepare for the various stages of changes in the family journey, Dr. Jim Grubman shares the approach he uses—including the application of the Readiness Ruler—in this Q&A with FOX.