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Family Offices Encouraged to Review Estate Plans Under New SECURE Act

Family Offices Encouraged to Review Estate Plans Under New SECURE Act

Jan 28, 2020 Major changes to the United States retirement system come into effect in 2020. A shift in the way inheritances and retirement accounts are treated for tax purposes could compel family offices and weal...

3 Ways Millionaire Millennials Are Changing The Wealth Management Industry

3 Ways Millionaire Millennials Are Changing The Wealth Management Industry

Jan 27, 2020 Millennial family offices and investment professionals will inevitably reshape the asset management industry based on their unique preferences....

The Surge in Venture Capital Beyond Silicon Valley: Q&A With Blossom Street Ventures’ Sammy Abdullah

The Surge in Venture Capital Beyond Silicon Valley: Q&A With Blossom Street Ventures’ Sammy Abdullah

Jan 22, 2020 The team at Dallas-based Blossom Street Ventures describe themselves as the ‘anti-Venture Capitalists’. Instead of focusing on potential unicorns in Silicon Valley, the firm is on the lookout for ...

An Outlook for 2020: Q&A With Bravia Capital’s Bharat Bhise

An Outlook for 2020: Q&A With Bravia Capital’s Bharat Bhise

Jan 16, 2020 With offices in New York, Hong Kong, Mumbai, Seoul and Hanoi, Bravia Capital’s Founder and Chief Executive Bharat Bhise has a uniquely global perspective on private investments. In his conversation ...

Tech, Tariffs and Taxes: Here’s What Sophisticated Investors Are Focused On For 2020

Tech, Tariffs and Taxes: Here’s What Sophisticated Investors Are Focused On For 2020

Jan 14, 2020 Thirty-plus family office executives and private wealth leaders recently gathered at the MarketCurrents Winter Edition event in New York to discuss emerging trends in the private investments landscape...

The Billionaire Effect: Emerging Entrepreneurs and Family Businesses Outperform

The Billionaire Effect: Emerging Entrepreneurs and Family Businesses Outperform

Jan 09, 2020 A recent study by UBS revealed an interesting fact that could determine the long-term success of a family business - the wealth of the founding leader. Specifically, publicly-listed corporations and ...

The SEC’s new proposal could change private investments forever

The SEC’s new proposal could change private investments forever

Jan 07, 2020 Last year, the Securities and Exchange Commission (SEC) proposed amendments to the definition of “accredited investor” and the definition of “qualified institutional buyer” that would expand t...

Israel’s Tech Ecosystem: Q&A With Peregrine’s Eyal Lifschitz

Israel’s Tech Ecosystem: Q&A With Peregrine’s Eyal Lifschitz

Dec 20. 2019 Israeli med-tech venture capital firm Peregrine Ventures recently raised $115 million from private investors and institutions from Israel, the United States, Europe and Australia. The funds are earmar...

How the Market for Rare, Collectible Whiskey Has Matured

How the Market for Rare, Collectible Whiskey Has Matured

Dec 20. 2019 Rare art, luxury properties and vintage cars already have a vibrant market for passionate collectors and affluent investors. In recent years, a new collectible has emerged as a prized possession of th...

Outlook for Real Estate Investors: Q&A with Dean Sam Chandan

Outlook for Real Estate Investors: Q&A with Dean Sam Chandan

Dec 19. 2019 Allocation to direct real estate investments among family office portfolios climbed to 17%, according to the 2019 Global Family Office Report published by UBS. We spoke to Dean Sam Chandan, PhD, th...

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