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Rate Risks Weigh on Family Offices As Fed Becomes Less Predictable

Rate Risks Weigh on Family Offices As Fed Becomes Less Predictable

Martin Pelletier, CFA, Family Chief Investment Officer at TriVest Wealth Counsel Aug 28. 2019 A decade after interest rates hit a historic low and a week after President Donald Trump referred to Federal Reserve C...

Rate Risks Weigh on Family Offices As Fed Becomes Less Predictable

Rate Risks Weigh on Family Offices As Fed Becomes Less Predictable

Aug 28. 2019
A decade after interest rates hit a historic low and a week after President Donald Trump referred to Federal Reserve Chairman Jerome Powell as an “enemy,” family offices and institutional investors may have to reconsider their portfolios’ sensitivity to unpredictable rate fluctuations.

Leaders With Mental Illness: What Family Offices Need to Know

Leaders With Mental Illness: What Family Offices Need to Know

July 08 - 12. 2019
Leading a business is never easy. Years of sacrifice and stress can eventually take a toll on a business leader’s health. While physical illnesses are easily identified and swiftly treated, mental illnesses present a more nuanced and complicated challenge that not many families are fully prepared to deal with.

Climate Change Impacts Family Offices’ Real Estate Investment Strategies

Climate Change Impacts Family Offices’ Real Estate Investment Strategies

May 20 - 24. 2019
The impact of climate change is changing the way family offices and enterprises manage and mitigate risk in real estate investments. In September 2017, Hurricane Maria struck the coast of Puerto Rico. After claiming the lives of 3,000 people, it became the deadliest storm to ever hit the island. Nearly two years later, Puerto Rico and its people haven’t yet fully recovered.

5 Niche Insurance Policies Relevant to Family Offices

5 Niche Insurance Policies Relevant to Family Offices

April 22 - 26. 2019
The core objective of a family office is to serve the unique needs of a family and wealth management and asset protection strategies can be highly customized.

Good Governance: A Primer for Family Offices

Good Governance: A Primer for Family Offices

April 01 - 05. 2019
Reconciling multiple generations and branches of a family’s values and differing perspectives while managing and preserving wealth is among the greatest challenges family offices face. Good governance is a critical part of any family office to help overcome these challenges.

Family Offices Dive Deeper into Direct Tech Deals

Family Offices Dive Deeper into Direct Tech Deals

Feb 25 - March 01. 2019
Family offices are increasingly deploying capital into direct technology deals. The immense wealth generated in Asia, the rising number of billionaires in the technology sector and the recent surge in public equity valuations has led many wealthy individuals to set up a family office and pursue private deals for diversification and alpha generation, according to Bloomberg.

Why Wealthy Families Need a Robust Social Media Policy

Why Wealthy Families Need a Robust Social Media Policy

Jan 21 - 25. 2019
Seven years ago, Alexa Dell, the daughter of tech billionaire and Silicon Valley entrepreneur Michael Dell, posted a picture of her brother seated across from her in their private jet en route to Fiji for a short holiday.

Increasing Global Regs Mean Higher Compliance Costs for Family Offices

Increasing Global Regs Mean Higher Compliance Costs for Family Offices

An increasing global regulatory burden is leading to higher compliance costs for some family offices. The cost of wealth management has been steadily rising over the past few years, as governments demand more transparency and tighter controls on the financial services industry. ...

4 Key Risks Family Offices Face

4 Key Risks Family Offices Face

Aug 06 - 10. 2018
Wealth management is an exercise in risk mitigation. It is essential for any entrepreneur or wealthy family with a family office to consider the inherent risks that come with growing and preserving wealth for future generations. The following are four risks family offices face:

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