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Divestment is a complex decision, especially when passionate voices are actively seeking to influence change, take an ethical investing stance, and/or ensure that the capital of the institution they care about does not fund or profit from a cause or actions they oppose. This paper by Cambridge Associates offers considerations for how to manage call...

For business owners and their advisors, it’s probably not surprising that buying another company or other assets requires moving with speed and diligence. But gaining an edge—and winning—on the buy side is a bit more complicated. Effective companies tend to deploy a series of purposeful tactics and avoid common mistakes when pursuing acquisitions. ...

The private credit asset class has developed and evolved significantly since the Global Financial Crisis. Accounting for $1.6 trillion across a wide range of risk and return profiles, it is cementing its importance and value in investor portfolios. This paper by Cambridge Associates describes why private credit can be attractive in any market, outl...

More than $80 trillion of wealth is expected to be transferred within families over the next two decades. Given the rise in wealth and aging populations globally, the number of family offices has surged to help guide succession planning and the transfer of assets. This brief outlook further highlights the investing trends impacting the path forward...

The 2024 U.S. Presidential election is set as a rematch between current President Joe Biden and former President Donald Trump. Each candidate’s fiscal priorities have already been on display in their first terms and give insight into second-term agendas. This brief outlook by Asset Consulting Group compares their track records and the market impact...

In this 10-minute interview, attorney Bryan House of Foley & Lardner joins Brian Lucareli to discuss the SEC enforcement for family offices. During the interview, Bryan explained who is subject to the Investment Advisers Act, and provided a real-life example of the SEC getting involved with a family office.

Cryptocurrency has revolutionized the financial markets but also created tax traps for the unwary investor. Building on proposed regulations issued in 2023, the IRS has increased its oversight of cryptocurrency transactions by requiring brokers, beginning in 2025, to report investor sales and exchanges in connection with such transactions. Taxpayer...

While the artificial intelligence (AI) transformation is a part of the larger digital change, it’s taking on a life of its own. Even if a company can adapt to the change, it doesn’t mean it’s ready for AI. There are many more considerations, and it requires a different approach where the audit committee plays a crucial role that will bring valuable...

The issue of concentrated low-basis holdings is a challenge that has vexed wealth managers and their clients for decades. Put simply, if a large majority of your wealth is concentrated in a single position, should you sell some of it and move the proceeds to a more diversified portfolio of investments? However, the sale position oftentimes carries ...

While the market for private sales has slowed, private equity companies have record amounts of dry powder they need to put to work—for the right companies, this may be the ideal time to explore a business sale or capital raise. In this podcast episode of Business Insights, Terry Hill, Partner in BPM’s Advisory Practice, is joined by Tara Smith Kach...

For foreign families and individuals who are interested in investing in the United States, there are key factors to consider. In this 10-minute interview, attorney Ruben Diaz of Foley & Lardner joins Brian Lucareli to discuss in-bound investing and top-of-mind issues when helping clients through the process of investing into the U.S. from Latin...

For most of the period from the Global Financial Crisis in 2008 through the end of the COVID pandemic in 2022, the Federal Reserve held interest rates near zero. As post-pandemic inflation surged in early 2022, the Federal Reserve began a rapid rate-hike cycle that ended in July 2023 with the Federal Funds Rate at 5.25% - 5.50%. As noted in this In...

The uneven historic GDP growth, deflation, and low corporate productivity have made Japan a tough market for investors. But given the strong performance in 2023, the Japanese market is changing. Starting with Abenomics more than a decade ago and the more recent initiatives by Japanese stock exchanges, the tangible changes in Japan are attracting in...

The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to achieve their goals and support the causes they care about most. The study found that while wealth provides the freedom to do more, it also brings increased...