The imposition of capital controls in Greece follows yet another failure to reach a compromise with the IMF, the ECB and the European Union. Eurozone finance ministers refused to let Greece extend the bailout program and as a result the ECB has halted its emergency loan program for Greece.This commentary discusses the impact a negative vote may hav...
Wealthy American investors should welcome a rational conversation on the real benefit of gold as foreigners understand, particularly in China, Asia, the Mideast, Russia and most of the developing world. Gold is beautifully uncorrelated to the dollar. This is tough to argue against as not even Wall Street’s biggest bull would suggest the ...
This presentation for 2015 provides an overview of the private equity market that includes: Private Equity overview: Secondaries in perspectiveHow the seller universe has evolved from financial institutions to include pension funds, family offices and high net worth individualsLife cycle of investment in Private EquityCharacteristics of ...
In response to an ever-growing number of malicious and costly cyber-attacks on U.S. companies, both the Cybersecurity Unit of the Computer Crime and Intellectual Property Section of the U.S. Department of Justice and the Division of Investment Management of the Securities and Exchange Commission recently published reports providing guidance on how ...
Many people think of home care as something that applies only to frail elders; however, at least 65% of people who require home care receive this care after being discharged from an inpatient hospital stay. Home care recipients can be people of any age who are suffering from a chronic or an acute disease, as well as people&...
Spring and summer are typically filled with celebrations of life’s milestones, graduations, and weddings to name just a few. These and other life events are all occasions when we may wish to bestow meaningful gifts on those we care about. Thoughtful gifting strategies can help families transfer wealth from one generation to another, soft...
You have undoubtedly heard the horror stories: missed deadlines, shoddy work, cut-corners, items gone missing, and contractors walking off the job, just to name a few. Whether you are remodeling your home or building a new one, hiring the right person to head up your construction project is critical to a job well done. If you are planning...
Not long ago, we were more protective of our privacy. Following the advent of e-commerce, all that has changed. Today, we don't think twice about buying something online with our credit card or entering our personal information without giving a thought to who has access to this personal and financial information. This article provi...
The confluence of favorable market dynamics, including high corporate cash balances, low interest rates and cooperative capital markets, has created an environment in which corporate management teams and boards of directors can take action to increase value for equity owners.Engagement by shareholders, both private and public, is on the rise and ha...
Significant noise has surrounded the dissolution of California Redevelopment Agencies for the past three years. Numerous headlines trumpeted debt service disruptions, lawsuits, cleanup legislation and potential hiccups related to the flow of funds for California Redevelopment debt.Over time, it has become clearer that the potential for credit impro...
The July, 2014 Global Economic Update from Asset Consulting Group includes the following:Year-to-date asset class returns for global equities, global fixed income and global real assetsA US and non-US economic overview and forecastReview of current issues and questions that clients are askingReview of current investment opportunities and investment...
Creating an authentic life is a challenge in and of itself. Add family to the mix and this challenge becomes more complex and difficult. Whether you are the parent or the adult child in your family, you play a role in creating an environment of authenticity. Creating such an environment early is critical to achieving open and honest communication l...
In this news alert, the author, Perkins Coie, highlights that the SEC is expected to allow two separate exemptive orders being sought from the Family Office Rule with respect to distaff members of a family under the Investment Advisors Act.Because the distaff issue has the potential to affect so many single-family offices, the author believes this ...
Supportive and knowledgeable family members can be very influential in supporting a loved one’s recovery from addiction. With the help of a trusted addiction counselor, families can become “positive enablers” by developing a long-term recovery management plan, looking for effective treatment and identifying sources of leverage for...
Case management, a new concept in the addiction and behavioral health field, can significantly increase the likelihood of sustained recovery for individuals who suffer from chronic diseases such as alcoholism, drug dependence, depression and other addictive and behavioral disorders.