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MarketCurrents Wealth Management, a leading provider of investment-industry intelligence, is pleased to share Family Office Series, a new source of original research for family offices and those who do business with them. Below is the overview of what each issue covers.

Human Capital

Human Capital

As family offices become more sophisticated so do their hiring practices, which is driving demand for non-family member executives to run them. Human capital is a significant cost for family offices. Finding qualified C-level candidates and keeping them for the long term is no easy task.

This issue of MarketCurrents looks at the human capital challenges single-family offices face and how to overcome them, as well as compensation trends. It also outlines the additional human capital challenges families in Asia and the Middle East face – markets where the family office model is less established than in the U.S. and U.K.

Estate & Succession Planning

Estate & Succession Planning

MarketCurrents’ first Family Office Series report of 2018 reveals how to navigate the complexities of estate and succession planning from start to finish. Doing so successfully is key to ensuring the longevity of a family’s wealth and legacy.

Because family wealth rarely makes it to the fourth generation, we spoke to fourth and fifth generation family members. They share first-hand experience about what it takes to successfully transfer wealth and prepare the next generation to take on roles in a family enterprise.

Risk & Insurance

Risk & Insurance

In our second annual risk and insurance report, we reveal the unique risks to which family offices are exposed, those on the rise and the specialized insurance solutions required.
Technology continues to create a whole new set of ever expanding potential perils. This edition of MarketCurrents takes a look at the relatively recent introduction of cyber insurance and what it covers.

Taxes & Jurisdictions

Taxes & Jurisdictions

MarketCurrents November issue takes a look at Tax and Jurisdictions for family offices globally.While the criteria for each is unique, common goals include preserving wealth, asset protection, privacy, estate planning and tax efficiency. The regulatory landscape continues to shift globally, meanwhile, requiring an increase in global tax transparency. In this issue, MarketCurrents addresses how family offices are responding.

Emerging Markets

Emerging Markets

In our second annual emerging markets report, MarketCurrents spoke to family office principals around the world who work with wealthy families in India, China, the Middle East and Russia. This issue provides an in-depth look at the cultural nuances involved in managing wealth in each and at what stage of evolution family offices have reached so far.

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