Cash, Real Assets and Private Deals: How Family Offices Are Preparing for 2020
Nov 7. 2019 “The world has gone mad and the system is broken,” said billionaire hedge fund manager Ray Dalio in an article he posted on LinkedIn this week. Dalio’s sense of trepidation about the global economic climate seems to be shared by family offices and wealthy investors across the globe, who are responding by repositioning their assets.READ MORE
Family Offices Find New Ways to Tackle Climate-Related Risks to Their Portfolio
Oct 18. 2019 Family offices and investors across the world are seeking innovative ways to detect climate-related risks to their portfolio and mitigate the impact before it’s too late.READ MORE
Impact of Brexit on U.K. Investments: Q&A with Conrad Family Office’s Brian West
Sept 20. 2019 Family offices and institutional investors navigate a plethora of risks on a daily basis but political uncertainty is, perhaps, one of the biggest challenges.READ MORE
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
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
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
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
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
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
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.