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  • Market Street Trust Names CEO

    March 11 - 15. 2019
    Market Street Trust Company has appointed its second CEO in 20 years. Kara Garner Pass will take over the roles of President and Chief Executive Officer in April, four months after the retirement of Marianne W. Young. Young’s successor previously served as the Managing Director and Senior Vice President of Tompkins Financial Advisors, the wealth management arm of publicly-listed holding company Tompkins Financial Corporation. She also served ...

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  • Impact of Tax Cuts and Jobs Act on Family Offices

    Feb 25 - March 01. 2019
    The impact of the Tax Cuts and Jobs Act (TCJA) on family offices is unprecedented, according to Jason Michaels, Senior Manager, Private Client Services at global accounting firm RSM. The sweeping tax reform package was deployed in 2018 and its full effect now evident amidst filing season. TCJA was the biggest overhaul of the U.S. tax system in more than 30 years. “The new legislation has caused a significant amount of family offices to re...

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Latest Features

  • Family Offices Hunt for Yield in Second-Tier Property Markets

    As real estate valuations in top-tier cities soar, family offices and wealthy investors are looking to second and even third-tier cities. Investors have gained better yields and the potential for high...

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  • Impact Investors Embrace New Tech to Create Change

    As impact investing matures, family offices and private investors are increasingly turning to emerging technology investments as a catalyst for broader social change. The emergence of socially conscio...

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Latest Interviews

  • Edmond de Rothschild’s PE Focus: Q&A With Johnny El Hachem

    The Edmond de Rothschild Group manages €15 billion in non-listed assets globally. It is focusing private equity’s efforts on forward-looking sectors, such as urban development or agroforestry in Europe, Africa and La...

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  • Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann

    When Carl Tiedemann established Tiedemann Advisors in 1999, he wanted to offer clients two things: the freedom to fire their trustee and the flexibility of being deeply involved in the investment planning process. Tiedem...

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Latest E-Magazines

  • Key Considerations for Family Offices in 2019

    The latest edition of MarketCurrents takes a forward-looking view of 2019. We interviewed panelists who attended MarketC...

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  • Investment Trends : October 2018

    MarketCurrents’ second annual investment trends report brings you the highlights of an invite-only summit which gather...

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Upcoming Events

  • MarketCurrents Spring Forum

    March, 2019

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  • MarketCurrents Summer Forum

    June 2019

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