Communicating With Heirs in Multigenerational Family Wealth Situations
For ultra-high-net-worth families, communicating with heirs in family wealth transfers is often as consequential as the technical work of preserving […]
Private Credit Risks: What Rising Redemptions Reveal About the Market
For much of the past decade, private credit risks were often overshadowed by the asset class’s reputation as a stable
Puerto Rico Act 60 Extended to 2055: What the New Rules Mean for Investors
Puerto Rico Act 60 extended to 2055 transforms what was once a time-limited tax incentive into a longer-term planning framework
Why Impact Investing Governance for Family Offices Is Becoming a Bigger Question
For many family offices, the harder question is no longer whether impact investing is appealing in principle. It is whether
Japan’s Return on Equity Regime Shift
Japan’s return on equity (ROE) has undergone a measurable structural improvement over the past decade. This Japan ROE regime shift
Beyond the 183-Day Rule: The Closer Connection Test Under Puerto Rico Act 60
Many investors exploring Puerto Rico Act 60 focus heavily on one number: 183 days. For individuals seeking relocation, the presence
Selective Positioning for 2026: Cycles, Essentials, and Credit Asymmetry
As we determine our 2026 portfolio positioning, we are highlighting a small set of themes where we believe the risk–reward
From Satellite to Core: How Alternative Investments Are Changing Wealth Management
For much of the past several decades, wealth management followed a familiar script: public equities for growth, fixed income for
From Boutique to Institutional: The 2025 Evolution of Family Office Operating Models
Executive Summary Family offices entered 2025 facing greater complexity—rising geopolitical tension, shifting tax and regulatory frameworks, market volatility, and slower
AI: It’s not like the dot-com bubble, but it’s still a bubble.
There has been a lot of talk lately about whether the AI boom is actually a bubble. Most of the