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There are both advantages and disadvantages for family offices considering a minority direct investment. In this interview with Brian Lucareli of Foley Private Client Services, Glenn Singleton spoke on the distinguishing characteristics of minority investments, key terms and their negotiations, common structures of minority investments, and techniques to mitigate associated risks.

In a roundtable discussion, senior leaders of the NEPC Investment Research group share what each of them are seeing on the ground while meeting investment managers and allocating capital. Representing every major asset class, these leaders provide guidance on how to approach 2023 and the risks that they see on the horizon.

As the U.S. economy grapples with stagflation trends, there is inevitable talk of a potential recession. Despite the bearish narratives, a recession is avoidable.

With an investment landscape marked by elevated inflation levels, economic growth risks and tight monetary policy, the U.S. economy is a fertile breeding ground for stagflation … with one key distinction: a strong labor market. Still, dangers persist when looking at other trends foreshadowing a challenging economic environment.

Family offices are like wealth management businesses, and like any business, there is a need to be governed and managed with a prudent and practical set of processes that steward the family wealth for multiple generations. Taking an “Investment Operational Risk Management” approach, an overview of ten key areas is provided to help your family office reduce the exposure to various risks that could jeopardize the long-term sustainability of the family wealth.

The creation of family wealth takes years of dedication, sacrifice, and hard work. To ensure that the hard-earned wealth is sustainable for generations, mentoring family members plays a key role in the successful transition of family wealth. Serving as an effective framework is the Family Wealth Mentoring Pyramid™ that incorporates five areas: Life Purpose, Wealth Theory, Wealth Operations, Communication Practices, and Wealth Governance.

Given the high-profile nature of some startups raising money through misrepresentation and in certain cases fraud—resulting in significant losses for their investors—there has been a call for increased scrutiny and new regulations. What are the implications of such proposals and how may they affect investment firms’ obligations to their investors, as well as the overall startup investment landscape?

Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape.

For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective values that guide your philanthropy, and establish clarity around the various priorities and approaches your family will utilize in its giving. Through this worksheet and interactive program session, learn how to refine the “why” behind your philanthropy and connect your philanthropic purpose to the broader change you wish to see in the world.

While it can happen at any time, it’s usually at year’s end that brings a wealth of considerations to the table for individuals—setting the right tax strategy, determining your charitable giving plan, various retirement saving strategies, and establishing goals for the coming months. Asking “Is this the right move?” is a much simpler question to answer with a dedicated plan in place built to achieve your personal goals. In this webcast presentation, learn how to build and navigate your personal financial plan.