Wealth transfer planning is a complex process with an ever-changing set of risks, opportunities, and regulations. Subtle changes to wealth transfer techniques—including applying commonly used risk management and sophisticated planning strategies—can dramatically increase the likelihood of success and enhance financial results.
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How and when should wealthy parents educate their children about their assets and potential trusts? Having “The Talk” about wealth is a topic that provokes uncertainty and delay. Avoiding the exchange, however, only compounds the difficulties. Anxiety and reluctance about "The Talk" are understandable given the many risks associated with inherited wealth. Without the right guidance and values, this is a valid concern.
The low interest rate environment presents a number of opportunities to advantageously move assets between family members, including the currently popular practice of intra-family lending. It may seem as if lending within the family can be a casual affair, but those who explore the option should be sure they are taking the right steps to truly create a “win-win” scenarioDo it by the bookInvestigate creative loan optionsMake the most of existing trusts
It’s a small business world – and getting smaller every day, which opens up new pathways to global expansion. Indeed, mid-sized companies are more and more frequently finding that international trade is a critical component for growth. Launching a foreign presence invites a heavy dose of risk. Forethought, planning, and an understanding of the local environment can help improve the odds substantially. Business owners should consider three crucial elements as they look for international opportunities:
The phrase “private equity liquidity” once felt like an oxymoron, but the picture is rapidly changing.Liquidity has traditionally meant something very different for private equity than it has for other types of investments. While investors in other vehicles could trade their positions quarterly, monthly, or daily, those in closed-end private equity funds typically agreed to have their capital locked up for a number of years before they saw a return. But as private equity investment vehicles and trading venues advance, that difference is now diminishing.
Every battle is won before it’s fought,Sun Tzu wrote in “The Art of War.” As the legendary Chinese military strategist observed more than 2,500 years ago, understanding the terrain in which a battle will be waged is critical for those who want to prevail
The positive supply shock to the economy created by the increase in U.S. oil production has policymakers reconsidering this country's four-decade-old oil ban on exports. From a pure economics standpoint, exporting domestically-produced oil would benefit both producers and consumers and increase overall efficiencies in the domestic energy market.This article discusses how middle market firms with links to oil extraction, energy, transportation and construction could disproportionately benefit if the decades-old ban on oil is lifted.
This specialist white paper provides detailed insight into the current credit markets, and an international view of mid-market Mergers and Acquisitions deal activity and developments on a per country basis from 2014 to Q1 2015.
Most market watchers seem to be missing the point about the Fed’s impending rate hike cycle. It’s not about the when, it’s about the how.
Rapid expansion across the emerging markets is perhaps the most important development for the Private Equity industry. Interest in Africa has never been higher and it continues to see strong interest from investors. Fundraising trended higher in 2014, and the value of transactions nearly doubled during the year. Private Equity's impact in the region is only beginning to be felt. The next decade promises to be an exciting time for Private Equity in the region.