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Some believe you must sacrifice family relationships for success in a family business. But in fact, focus on the family doesn’t drain business success — it enhances it. That is one key finding of a new global family business survey conducted by EY with research partner Kennesaw State University’s Cox Family Ent...

The U.S. Commodity Futures Trading Commission’s Division of Swap Dealer and Intermediary Oversight (Division) issued a no-action letter providing family offices relief from commodity trading advisor registration, in connection with advisory services they provide to family clients. As a result, a qualifying family office will be exempt from&nb...

The U.S. Commodity Futures Trading Commission’s Division of Swap Dealer and Intermediary Oversight (Division) issued a no-action letter providing family offices relief from commodity trading advisor registration, in connection with advisory services they provide to family clients.In order to receive relief, a family office must submit a claim...

Family businesses that continue to prosper from one generation to the next often do so because they have robust governance structures. Nevertheless, many family businesses have not given enough thought to governance. They rely too much on a carefree attitude toward issues such as succession, ownership and management, and they wait until one of...

The author provides a paper on medical office investing which begins by sizing the Medical Office Building (MOB) investment universe and contrasting it with the commercial office sector. Supply and demand fundamentals are explored in the context of emerging trends in the delivery of U.S. healthcare. Returns, pricing and ot...

Glenmede's Fall Newsletter topics include leveraging social media to meet organizational goals and guidance for managing transitions to retirement that should be navigated with a comprehensive yet flexible plan that encompasses current cash flow, lifetime asset base and family legacy and philanthropy.

This perspective from the Glenmede CIO discusses asset returns and the business cycle, trends in economic growth and a review of valuations, business cycles and asset returns. Investors gauge how to proceed based on short-term indicators and valuation signals similar to the game "Red Light, Green Light". For the past five years...

Deutsche Bank's Year-end Outlook provides an interview with Larry Adam, CIO and Chief Investment Strategist - Americas. Topics include the state of the U.S. economy and the major drivers of economic growth, the outlook for interest rates and its effect on stock, bond and emerging markets.

This guide to selling your business provides a high level overview of the business sale process including pre-transaction planning, wealth planning and investment management.

Deutsche Asset & Wealth Management Tax Topics discusses possible outcomes from the mid-term elections, such as treatment of the nearly 60 tax "extender" provisions that expired at the end of 2013. Also covered is possible future tax reform and the loss of cherished tax benefits such as the deductible contributions to employer-sp...

While the large federal exclusion may mean that many people no longer have federal estate tax issues, they may still have state estate tax issues. The challenge is balancing the desire to mitigate estate taxes with maximizing a basis step-up for appreciated property at an individual’s death. Put differently, planning has gotten harder, not ea...

This issue covers the release of the IRS 2015 inflation-adjusted numbers with a run down of important points to keep in mind including things to remember for year-end gifts, last chance for "portability" filing and the alternative minimum tax (AMT) deduction.

The December issue of CIO View includes key economic indicators and articles: Closing the Investment Gap: Since 1990, net investment rates—that is, net investment relative to GDP—have plummeted in developed economies. These rates fell sharply during the financial and economic crisis in particular.&n...

Boards can assist with some of the particularly challenging issues family companies face. There are several different factors that should be considered as a board is created or renewed. While each family company’s situation is unique and every scenario cannot be addressed, the goal is to provide a framework of how corporate governance practic...

This Family Business Corporate Governance Series "What is a Board's Role in a Family Business?" explains how to build an effective board for your family company, and how boards can assist with some of the particularly challenging issues family companies face. This module discusses why you might want to evolve or ch...