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Family offices may have to come to grips with the fact that greater diversification may not be the answer to improving rates of return, says a new paper from Advocate Asset Management LLC. The most prudent actions may be those that preserve capital, waiting patiently for the underlying climate to change fundamentally to one more conducive to the gr...

Contrary to what some investors think, embedded capital losses in stock mutual funds may not be tax advantageous, according to Hammond Associates. If capital gains rates remain at current levels, those capital loss carry-forwards add value for shareholders, albeit modest. If capital gains tax rates increase after 2010, loss carry-forwards may impos...

Many taxable investors are literally losing money by purchasing government bonds trading at a premium to their par value. A short article by Northwood Family Office notes that to understand the true rate of return, individuals must consider the impact of taxes on their bond investments.

A brief paper from Health Advocate Inc. provides an overview of health advocacy, explaining not only the concept but also how this new specialty service can help individuals deftly navigate the healthcare system in order to get the right services and to make sound medical decisions.

Family offices develop complex and highly individual business models that can make fraud prevention programs difficult to implement. At the same time, family offices are exposed to various types of risk that can hamper their ability to protect family assets. In these two papers, Rothstein Kass explains practical methods for preventing fraud and min...

Tough financial times demand strong risk management systems while limiting the resources available for those systems. In their sixth annual risk management survey, Marsh and the Risk and Insurance Management Society examine strategic risk management in practice and offer recommendations for building strong risk management programs.

Whether investing in a hedge fund, buying out a company or hiring a key employee, it is more important than ever for individuals to perform the proper due diligence. A new paper from First Advantage points out the need to verify credentials, search court records, read the news, review corporate and regulatory records and conduct interviews.

The 2010 health care legislation imposes numerous new taxes and mandates. This summary from Glenmede highlights key tax changes to which individuals and businesses may become subject. It combines the provisions of the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act enacted in March.

The private equity industry belief in the persistence of returns is a fallacy, according to a research report from AARM Corp. Analytical selection of new managers, the authors say, overwhelmingly trumps the advantages of relationship access to existing managers in good private equity fund management.

This PriceWaterhouseCoopers study of global private banking and wealth management provides insight into the themes and trends affecting the world of wealth management as well as practical suggestions for actions wealth managers should be taking. The study is conveniently divided into six sections covering performance, client service, products and s...

Thanks to the considerable capital reserves of many private equity funds and the need of many companies to restructure and improve efficiency, private equity is alive and well. This report from Deutsche Bank examines the state of private equity and suggests this may be a good time to invest in this asset class.

Believing the asset management industry is undergoing a major transition that will amplify the complexity of market dynamics for the foreseeable future, Tuttle Asset Management espouses a dynamically adaptive system that increases the probability of success by identifying the market's inflection points within the context of a long-term technical vi...

Many early-stage companies are offering substantial reductions in their valuations to attract investors and their capital. This offers an opportunity for angel investors who are willing to make these potentially high-risk, high-reward investments. Landmark Angels notes the need for investors to select companies that can demonstrate a clear path to ...

As of May, the press has access to British family court – a change that has implications for wealthy families. Withers LLP explores the ramifications of that decision for families in this set of articles. The lawyers also highlight cases showing that prenuptial agreements can be valuable and that rising and falling stock prices are not a reason for...

In this paper, SVB Capital identifies and discusses five areas of consideration that demand increased due diligence when considering a general partner: team dynamics, investment strategy, cash flow management, performance attribution and alignment of interests.