Family Offices
What founders need to do to catch seed investors’ eye
A well planned, stand-out pitch is imperative, say experts
June 23, 2020
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Category: Industry Tips
Family Offices
What Investor Biases Are Open Investors Most Prone To?
Contributor Michael Pompian shares the results of his new study of personality traits and investment biases.
June 20, 2020
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Family Offices
Jersey: The Importance Of Governance In Family Offices
Families come in all shapes and sizes and it follows that there is no one size fits all approach when it comes to establishing an effective governance framework for a single family office (being a private organisation that manages the investments for a single wealthy family) or a multi-family office (being a private organisation which looks after the investments of multiple families).
June 15, 2020
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Advisors
The Mutual Fund Show: A Strategy That Can Help Cushion Portfolios In A Crisis
As Covid-19 selloff in March led to losses in equity portfolios, spooked investors started pulling out of debt mutual funds, causing a liquidity crunch for some short-term schemes and plans that invest in higher-yield but lower-rated paper.
June 13, 2020
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Business
As banks refuse to lend, small firms’ crunch highlights lack of credit options
Nonprofit Ogen social bank seeks to fill gap with philanthropy-backed loans, but much more is needed to battle financial squeeze caused by pandemic
June 11, 2020
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Family Offices
FAMILY OFFICES URGED TO REVIEW INHERITANCE TAX AFFAIRS DURING CORONAVIRUS CRISIS
The UK tax authority’s suspension of its Inheritance Tax investigations during the coronavirus crisis gives family offices the opportunity to get their affairs in order, family lawyers say.
June 9, 2020
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Family Offices
Unemployment Has Never Looked So Good
More than 36 million Americans have filed for unemployment in the Coronavirus pandemic. Some predictions suggest we could see as high as 15-20% of our entire workforce unemployed before all of this is over.
June 4, 2020
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Family Offices
How to Get Rich? Make a Lot or Save a Lot?
How does someone achieve financial security or even get rich? Is it by earning a lot or by scrimping, exercising thrift and saving a lot? Bloomberg Opinion writers Nir Kaissar and Barry Ritholtz met online to debate.
May 24, 2020
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Family Offices
You Need a Smart Tax Strategy to Get the Most Out of Your Stock Options
Stock options have had a rebirth in popularity for executive compensation packages in the last few years. Do you know how to maximize yours?
May 24, 2020
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Family Offices
5 Ways to Find the Right Prospective Clients
Building your business requires new clients – we all know that. But, how do you find those clients? One of the largest challenges any advisor faces, whether new or experienced, is building and maintaining a prospect list. The standard suggestions on how to do this aren’t bad—many, if not most, advisors succeed using standard practices—but I have found a few tweaks that make the standard suggestions more efficient.
May 22, 2020
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