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One primary consideration of investors looking to make an allocation to listed real estate via real estate investment trusts (REITs) today is the impact that a rising-rate environment has on the relative performance of REITs vs. other broader asset classes. This paper discusses the role of REITs in a portfolio as part of a comprehensive investment strategy.

Co-investing is gaining popularity and theoretically offers investors cost advantages and higher return potential. This report discusses the opportunities and common pitfalls of co-investing, leveraging our aggregated data on co-investments and funds generating co-investment.

Advisors and consumers often think of variable universal life (VUL) as just an equity-linked product. But for many, VUL is much more than that.This article seeks to encourage a rethinking of VUL as a unique life insurance product that provides control, flexibility and transparency in a low cost product chassis, while providing the potential for enhanced returns through access to equity investment allocations.

Would your client benefit from a Private Foundation?Annually, 98% of families with a net worth in excess of $5 million give to charity; philanthropy can be a key element in tax management and estate planning, in addition to instilling a sense of responsibility to younger family members.

Using a New Hampshire trust, a settlor can eliminate a trustee’s reporting and disclosure requirements if he or she wishes to withhold knowledge of the trust’s existence, its terms, or the details of its holdings. Many settlors are turning to New Hampshire to create “quiet” or “silent” trusts under which the trustee does not have any duty to inform beneficiaries about the existence or administration of the trust.

Forging a close relationship among siblings during childhood is hard enough, but as siblings become adults, the development of disparities in wealth can challenge even the strongest relationships. In business-owning families, the potential ramifications not only affect the personal lives of the immediate family, it can also disrupt the alignment of corporate vision, tolerance for risk and the overall decision making abilities of everyone involved. This article discusses a number of ways to mitigate and manage sibling wealth disparity.

Since their introduction only two decades ago, Exchange-Traded Funds (ETFs) have been undeniably successful. Growing far beyond their initial function of tracking large liquid indices in developed markets, ETFs now hold over $2.6 trillion of assets globally. In fact, the proliferation of ETFs was identified as one of the six game changers in the asset management (AM) industry in 2013. New investor segments continue to integrate ETFs into their portfolios and fund sponsors continue to introduce new products.

Some years make indelible stamps on our consciousness for memorable market trends or events, good or bad. Investors’ conversations are dotted with references to 1987 (Black Monday Crash), 1999 (tech stocks through the roof), 2000 (dot-com bubble bursts), 2008 (financial crisis) and 2009 (bounce back off the bottom) that need little or no elaboration. 2014 leaves behind more of a mixed legacy, delivering a confounding combination of different messages depending on one’s view.

Addiction concerns in family businesses raise unique and complex challenges for the advisor, family office and corporate leadership. This article provides an overview of the many policy and procedural issues all stakeholders face when it comes to addressing substance use, with an emphasis on family held entities.Some of the topics include:

Today’s philanthropists want to channel their desire to “do something” into purposeful and strategic action. Donors frequently want to create or invest in the people and programs that can make a measurable difference. However, for many of us, it may be difficult to know where to begin. Philanthropic endeavors are often rooted in the passions of an individual.