Sometimes, portfolios are so focused on returns that tax efficiency gets pushed to the back burner. But proposed changes to tax law under the Biden administration—and the related debates—have brought renewed focus to the tax impact of portfolio decisions. That makes now a good time to review some of key techniques to help manage your investment taxes.
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Direct investors are forging new paths into frontier investing on a daily basis. As ideas become reality in a constantly evolving realm, investors should seek guidance on seeing around the corners. Join us for a conversation with two experts in the life science and fintech space, where they’ll discuss the trends they’re seeing and share invaluable insight into two fast-moving and exciting spaces of next-generation wealth creation.
Selecting the right investment vehicle often receives less attention than the other more known investment principles such as the value of diversification. Broadly speaking, investors can access four types of investment vehicles—including separately managed accounts—to avert making a wrong decision that can saddle a family with unexpected taxes, increased costs, or limited flexibility.
Sustainability is increasingly material to investment return, and there are five prominent trends—including climate change and technological revolution—that are likely to have relevant implications for investment portfolios over the long term. Ultimately, investors that evolve more quickly to incorporate these risks and opportunities into their investment decision-making frameworks are likely to be better prepared for the future than their
In this exclusive chat with Mellody Hobson, the President and co-CEO of Ariel Investments, speaks candidly about the importance and value of diversity in finance—how being color brave can improve business and society at large. Mellody shares personal stories and lessons learned from her investment career, including the disconnect that is felt between the diversification of investment portfolios and the lack of it in the hiring process in the industry. She also discusses investment trends and the empowering gift she received at the start of her career.
As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation and has become a critical component of a long-term investment strategy. With the potential for attractive returns and significant impact to society, venture investing presents a prime platform for cross-generational conversations about investing and the critical role it can play in the family’s portfolio.
One of the greatest direct investing struggles is how to manage deal flow once opportunities start to come in. It sounds simple enough, but it is quite actually complex – in ways that might surprise you. Mainly, once word gets out you’re looking to invest, you’ll be inundated with opportunities. So before you work with your network to surface deals, be sure to proactively build your deal architecture and guidelines.
Having observed private investors at work over many years, authors Jonny Lach and Sara Hamilton see some clear patterns separating the most successful family investors from others. They offer some of the lessons learned, including the advantages and challenges that family investors face.
Private investors including family offices can be great investors, but many are not. They have some big competitive advantages over institutional investors which live with significant constraints imposed by law, stakeholders, media and regulators. Private investors are usually less constrained, but often fail to recognize and exploit their competitive advantages. The advantages should be seized upon; fortune favors the bold.