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Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.

There are several powerful market forces driving the growing interest in adopting collective investment trusts (CITs) as plan investment options. Given its flexibility and structures that can easily and quickly implement new investment strategies, it's unsurprising that CIT assets are rapidly increasing. With the growing attention and advantages of CITs, governance practices around CITs are emerging as factors that warrant considerations by plan fiduciaries when making plan investment option decisions.

For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets to achieve maximum impact with charitable giving. By donating cryptocurrency to charity, it can also unlock additional funds in two tax-smart ways. For more insights on contributing non-cash assets to charity, listen to the accompanying Giving with Impact podcast.

As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s role is focused on investments and the investment decision-making process, many CIO responsibilities aren’t investment-centric and will impact the long-term success of the investment strategy—and therefore the long-term success of the family office as it continually evolves to meet its mission, goals, and objectives.

Without proper planning, digital assets could be lost. For executors, a challenge is often just determining whether digital assets are in the decedent's estate, and then determining the powers and terms for accessing and administering them on the beneficiaries' behalf. An inventory checklist of the broad-based digital footprint is provided as a beginning step in protecting and planning for these assets.