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France’s Wealthiest Families Step Up To Rescue Notre Dame

France’s Wealthiest Families Step Up To Rescue Notre Dame

Image Credit: Notre Dame - LeLaisserPasserA38 [CC BY-SA4.0 (https://creativecommons.org/l= icenses/by-sa/4.0)] France's three wealthiest families and their family offices are spearheading an effort to rescue and restore the historic Notre Dame Cathedral. ...

Deal or No Deal: Brexit’s Impact on Family Offices May Be Overblown

Deal or No Deal: Brexit’s Impact on Family Offices May Be Overblown

Per Wimmer Founder and CEO Wimmer Family Office Brexit’s ultimate impact on family offices and private investors will likely be minimal at best, according to experts who spoke to MarketCurrents. Britain’s decision to exit...

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

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

Feb 25 – Mar 01. 2019
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 Latin America. In recent years, the focus has been particularly concentrated on businesses in sub-Saharan Africa and real estate in Europe.

Impact of Tax Cuts and Jobs Act on Family Offices

Impact of Tax Cuts and Jobs Act on Family Offices

Jason Michaels Senior Manager, Private Client Services RSM 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 gl...

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

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

Feb 18 – 22. 2019
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. Tiedemann believed the lack of these two critical elements were the underlying reason for his own family’s experience with trustees and wealth managers since the turn of the 20th century.

Leveraged Loan Investors May Sound the Alarm in 2019

Leveraged Loan Investors May Sound the Alarm in 2019

Investors have been pouring capital into leveraged loans for much of the past decade. But over the past few weeks, the market has been showing signs of weakness. Although there is no exact criteria for defining a leveraged loan, they are generally categorized based on how high the inter...

U.S. Family Businesses Face Looming Succession Crisis

U.S. Family Businesses Face Looming Succession Crisis

Despite a successful 16-year run as a medium-sized business, Montana-based Grandma Hoot Products was nearly liquidated in 2017. Owner Joyce Previte launched the condiment company in 2002, eventually bringing her husband Keith on board to manage sales and distribution. Now in their 60s,...

Grappling With Succession in a Family Business: Q&A With Wells Fargo’s Chris Pegg

Grappling With Succession in a Family Business: Q&A With Wells Fargo’s Chris Pegg

Jan 29 – Feb 01. 2019
Succession planning across multiple generations is likely to be one of the biggest struggles of managing a family business. Research from consulting firm Ernst & Young suggests that 80% of companies will change management within a given 10-year period but 62% have not yet picked a successor.

What Is the Future of Carried Interest?

What Is the Future of Carried Interest?

Changing the tax treatment of carried interest was meant to be a cornerstone of the Trump administration’s tax overhaul in 2017. It was also one of the few policies that had bipartisan support in Congress. However, the final Tax Cuts and Jobs Act of 2017 left the rul...

African Nations Top List of High-Net-Worth Growth

African Nations Top List of High-Net-Worth Growth

Cheryl Howard Managing Director Maitland Fiduciary Services, South Africa With its immense natural resources, young population and support from China, Africa is expected to create wealth at a record pace for the next fe...

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