MarketCurrents WealthNet, a leading provider of investment-industry intelligence, is pleased to share a new source of original research for investors and those who do business with them. Below is the overview of what each issue covers.
Estate & Succession Planning: February 2018
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.
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.
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.
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.
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.