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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.

Emerging Markets: October 2017

Emerging Markets: October 2017

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.

Investment Trends: September 2017

Investment Trends: September 2017

Preserving, growing and transferring wealth to future generations is the cornerstone of family offices. Each has its own investment approach, influenced by the amount of capital available to invest, tolerance for risk, how many generations are represented and more often than not, by the roots in which wealth was generated.

Investment approaches also vary in different parts of the world. In this issue, we highlight some of those differences with a focus on India.

Technology Trends: June 2017

Technology Trends: June 2017

MarketCurrents second annual technology report delves into the role technology plays among family offices, the challenges they face, how to overcome them and the best practices involved in choosing a provider.

We also take a deep dive into cybersecurity, an increasing concern among family offices who are prime targets for cybercriminals. In this issue, we reveal who and what are the biggest threats and the steps to take to thwart a cyberattack.

Impact Investing: April 2017

Impact Investing: April 2017

In this issue, we examine the rise of impact investing and the role it plays among families of significant wealth.

The aim of impact investments is twofold: to generate a financial return as well as a measurable, positive social and environmental impact. The family office execs and impact investing experts we interviewed all agree that impact investing also provides a way for families to align their values with managing wealth.

In this issue, MarketCurrents investigates what is driving growth, how impact investing can engage the next generation, common and emerging asset classes, the intricacies of measuring impact, how to approach it initially and where it is headed.

Estate Planning Best Practices: February 2017

Estate Planning Best Practices: February 2017

We delve into the complex process of implementing a well-executed estate plan – the key to preserving wealth for future generations.

Indeed, family wealth rarely survives more than three generations. Add to this the impending largest transfer of wealth in history, which will pose major challenges for families of significant wealth.

This report tackles how to manage the ever-present intricacies of family dynamics, the importance of good governance and what it entails, the art of appreciating and managing risk, the tax efficient transfer of assets to the next generation and the role of philanthropy in the estate planning process.

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