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What do families tend to underestimate or overlook in the due diligence process? A single misstep in understanding the market the target business operates in, evaluating the sustainability of product line and customer level profitability, or assessing and motivating the management team, can wipe out a generation of wealth and reputation. Jason...

This webinar gave an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. We shared asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors. We discussed trends across the investment industry and how they may impact...

Many are nervous, curious, and even excited for the potential impact of the Trump administration on their portfolios and the economy. In this Hot Topic Webinar, Stephen Kolano of BNY Mellon Wealth Management led a discussion on some of the major events and highlights that set the stage for 2017, plus the key catalysts to watch for in the coming yea...

Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan. Why are investment policy statements (IPS) avoided by so many families? What are the component parts of an effective IPS? What does a traditional IPS look like versus a modern iteration? &...

A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can provide the personalization needed to create a greater sensation of comfort and higher satisfaction for the family. The right offering can demonstrate...

With record levels of dry powder, and a larger number private equity firms competing for deals, private capital markets have become increasingly efficient. In this session, we discussed whether there is still value to be had and if so, where and how families can access it.

As family members, office executives and advisors work to instill an entrepreneurial mindset in their family's ventures, it's critical for them to understand the phases startups go through. They also need to understand the best practices to refine and evaluate their ventures at each stage. This allows everyone upfront to be aligned about what leade...

In light of volatility and low returns in the public equity markets, private equity remains a strategic and tactical part of most family office asset allocations. This session on due diligence of private equity funds will deepen participants’ understanding of the complex analysis that is needed to select fund managers with the greatest potential to...