Is the Special Purpose Acquisition Companies (SPACs) market dimming? Not likely. Even as the SPAC market takes a breather from its hypersonic acceleration in early 2021, new funders are stepping into the picture. In this webcast, the presenters examined the SPAC environment, evolving deal structures, participants, and risks, as ...
Singapore has been trending upward—becoming the place that is increasingly synonymous with family offices. Since 2019, Singapore has seen a growing number of high-profiled businesspeople establish family offices there. In addition to tax incentives, interest in Singapore is fueled by the potential growth in Asia, where many see the island nat...
“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as ...
Digital platforms make microbusinesses possible for millions of people, and companies like Etsy and GoDaddy have been an essential backbone behind them, especially during the pandemic (Etsy sellers contributed $13 billion and almost 3 million jobs to the economy last year). In this NOW episode, we discuss the evolution of microbusinesses and what t...
The pursuit of stability remains the order of the day for family offices. With the aid of additional clarity after the tumultuous year of 2020 and COVID, wealth owners and their advisers have an opportunity to turn measured responses into more meaningful, longer-term action plans. Against this backdrop and the need to adapt, we take an in-depth loo...
Among its many provisions, the American Rescue Plan COVID relief addresses paid sick and family leave under the Families First Coronavirus Response Act (FFCRA) and makes temporary but significant changes to COBRA coverage. A short (and high-level) summary of the changes are provided to show the effect on covered employers and employees.
Many are rethinking their asset allocations beyond traditional asset classes and are seeking new and creative ways to better diversify their investment portfolios, increase returns, and reduce risk. Turning to alternative investments—with a focus on private investment funds—see what you should know and consider when choosing to add them...
There’s a common sentiment that COVID-19 will have an impact on investment strategies and the types of investors that will be active over the next few years. While 2021 may turn into a feeding frenzy for private equity, longer-term investors can remain as selective as they’ve always been. Corporate acquirers, meanwhile, won’t simp...
The big question in the estate planning world today is whether, when, and to what extent the U.S. Congress will enact changes to gift, estate, and income tax laws. With many challenges facing the new Biden Administration, and the narrowly Democratic Senate, major tax legislation may not even be considered in 2021. Nevertheless, the tax proposals en...
Municipal bond yields have finally begun to move higher. The surge is a natural and healthy development—reflective of an improving economic landscape but not a marked upshift in inflation. In this environment, see where muni investors can find opportunity and capitalize.
As the surge of interest in creating a more just and equal economic system gathers force and begins to translate into real action, so do its detractors. From an investment perspective, the source of tension tends to occur when it links gender and racial diversity to financial performance. But there’s more to the discussion when it comes to bu...
2020 was a year of diverse risks marked by a global pandemic, a record number of storms, catastrophic wildfires, and ongoing threats to people and property from other perils, including cyber risks. When “unprecedented” is the new norm, there is a need for thoughtful risk management and insurance protection strategies as families and family offices ...
The global COVID-19 pandemic was certainly a black swan event that had both positive and negative impact when looking through the lens of traditional environmental, social, and governance (ESG) factors. Of note was the outperformance of sustainable investing strategies compared to their non-sustainable counterparts, which is shaping how investors t...
Several converging factors threaten to upend the status quo in real estate investing, bringing an unprecedented revolution that is forcing both investors and asset managers to reexamine their beliefs, processes, and infrastructure. To position your portfolios well and formulate well-informed responses, it is critical to focus on the emerging trends...
There has been an expectation that value stocks should provide greater protection in a market downturn as the market should theoretically place a greater emphasis on quality and stability, attributes typically found in value stocks. However, growth stocks have continued to outperform value stocks. Is the foundation of value investing broken? Or are...