Search Results

Over the past decades, family specialists have developed a deeper understanding of the host of emotional responses that accompany wealth events – whether the event in question is a business sale, inheritance, trust distribution, or other financial transition.These wealth events can have powerful effects on individuals’ notions of identity, purpose,...

Many investors are questioning the value of diversification, particularly after the events of 2008. Perhaps the problem is not diversification itself, but the way investors have implemented it. Risk-Parity portfolios offer a different approach to diversification, one that proved more resilient in the credit crisis. But what is risk parity, and how ...

Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike. Since the demise of Lehman two dominant questions arise from this group of decision makers. Firstly whether client assets are genuinely segregated off the...

In the wake of the worst financial meltdown since the Great Depression, many investors have begun to question the basic principles of investing that lie at the core of the financial industry. Diversification, the risk/reward trade-off, the separation of alpha and beta, the benefits of passive index funds, the ability to manage risks via asset alloc...

For business owning families, family councils offer opportunities for members to be involved with both the family business and the family system itself. A council can provide structure that helps members productively manage the strengths, challenges, and tensions that arise when a family has both an active operating business and multi-generational ...

When a family aviation emergency occurs, family offices must be ready to lead rather than observe in the onslaught of activity that inevitably follows.Integrated preparedness is the key to successfully managing and recovering from such emergencies. But creating an appropriate plan is a complex endeavor involving numerous dimensions of family servic...

When you think of Martha Stewart, you think of insider trading. When you think of Rod Blagojevich, you think of his auction for Obama's senate seat. These are two examples of reputations can be tarnished overnight. What can be done to lessen the severity of reputation risk during a crisis? What is involved in effective, day-to-day management of fam...

As family offices begin planning summer meetings and retreats, leaders may find themselves faced with a multitude of questions – challenges that can begin with setting the agenda and continue through finding proven facilitators and meeting locations.

Multinational families are not a new phenomenon; history is full of noteworthy family trees whose branches have spanned the globe for generations. Increasingly, though, even younger families find that business, marriage, or simply serendipity lead to many family members making their lives in different countries and different cultures. And as the fa...

Many wealth owning families own extensive property as a significant portion of their portfolio and are looking for ways to balance the need for investment returns with environmental responsibility and leadership. Join us as an expert from Baceline Investments outlines ways to lower operating costs and increase value while implementing environmental...

Investors are highly concerned about inflation and deflation and other critical macro-economic issues. What does the future hold? Taking into account recent U.S. and global economic developments and the status of various financial markets can help answer questions on the minds of investors. Sam DeRosa-Farag of Morgan Creek, will provide a macro vie...

Enterprising families have obviously been successful at building wealth, but they often falter when it comes to building human, social and intellectual capital. Join us for this program to learn about how a family evolves and the four dimensions of family sustainability. What do you need to do if you truly want to sustain wealth across generations?...

Recently, continuing changes across global markets, in combination with a weakening dollar, have led many family offices to consider holding funds in other currencies. How smart is this strategy - and how do the best of the best manage multi-currency investing?In this program, an interdisciplinary team of experts share their insights into both the ...

When it comes to worries that can keep family leaders up at night, “PR crisis” ranks high on the list. Whether due to an actual event – or just a rumor – unwanted public attention can have powerful ramifications on virtually every aspect of the family’s functioning.In this program, a team of public relations experts working with some of the world’s...

Over the past 20 years, the use of corporate structures to protect families of means has grown exponentially. Family assets that once would have been housed within in a (relatively) simple, single entity are now spread across multiple corporations, trusts, partnerships, and more.In this two-part program, an interdisciplinary team of legal, tax, and...