Putting a financial value on social outcomes can help funders determine whether an organization is worth supporting, understand the impact that grantees are having and identify where organizations need help.
Family offices should develop an understanding of the requirements for health care benefit plans, implement the requirements on a timely basis and then continually monitor ongoing compliance.
Recognizing the importance of creating an investment process that makes operational due diligence an integral part of the investment process is a key component to minimizing operational risk associated with multi-strategy credit and distressed debt manager investments.
True wealth transfer focuses on the synergies of various forms of family capital. The authors support shifting the definition of "success" from the singular transfer of financial wealth to helping the family develop a plan that considers the family's human capital and its relationship to the sustainability of the family's financial capital.
Despite the uncertainty regarding estate taxes, wealth owners still can take steps to ensure their estates are in the best possible position no matter what laws are passed.
Examining the impact of their behavior on the family client gives family office professionals insight into how to enhance their relationship with the family; it also highlights some of the ways in which their behavior may lead to unintended consequences.
Venture capital shows signs of recovery. Short-term returns have improved and investment volumes have increased to almost pre-crisis levels in the U.S. Analysis supports the notion that a vibrant VC market is conducive to technological progress and, thus, growth.
Be sure that your heirs have the information they need to access your online accounts.
Even with the recently enacted financial industry reform legislation, prudent investors should evaluate whether their advisors are truly acting in their best interest by examining nine areas in which a conflict of interest could exist.
Understanding the family history can help to create a family legacy, establish sound strategy to keep future generations interested in a family business and develop philanthropic missions for these future generations.