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    Family Office News
    Industry Tips

    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.

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    May 22, 2020 No Comments
    Industry Insights

    CLOs Are Inflicting Serious Pain to Risk Takers

    With the benefit of hindsight, that turned out to be about right. Oxford Lane Capital Corp., a fund flagged by Barron’s that traded at $10.53 in July 2018, would top out at $11.50 a month later. It’s now worth just $3, not far from its low in March. Eagle Point Credit Co., which traded at $18.65 at the time, would climb by less than a dollar over the following year and is now hovering around $5.75. While these investments are known for their high yields, that’s still a steep loss in total value. And unlike public equities and even high-yield bonds, the funds show little evidence of rebounding anytime soon.

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    May 20, 2020 No Comments
    Family Offices

    Replacing Outdated Investment Strategies with Human-Centered Strategic Thinking to Navigate the “New Normal”

    The investor market seems to be increasingly volatile now more than ever as the result of COVID-19, which has the average investor relying on emotions and outdated investment strategies. Real Intelligence, LLC’s CEO Jeff Mount explains how those investors can let human-centered strategies, resources, and tools drive current decisions to see future investment goal outcomes.

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    May 20, 2020 No Comments
    Succession

    Succession and wealth transfer in family businesses

    THREE quarters of the top 100 businesses in Northern Ireland are family owned and collectively employ around 52,000 people. They are the backbone of the region’s economy, with more of them operating here than in other areas of the UK.

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    May 19, 2020 No Comments