News 2018-04-24T15:27:18+00:00


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Why Choose a Family Office?

May 30th, 2019|News|

As a family starts to amass wealth, its matriarch or patriarch typically controls its assets and makes the decisions. Things are still simple. With time, they get more complex. So the family head will enlist investment, legal, tax and other advisors.

The Nevada Advantage: Seven Key Advantages of a Nevada-Based Trust

May 17th, 2019|News|

Nevada is fast-becoming the state of choice for high-net-worth individuals and families seeking greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. Nevada has grown to become one of the most “trust friendly” states in the country and challenging Delaware in popularity as a trust situs.

Inversions, Recessions and Expansions

April 16th, 2019|Market Insights|

Global stock markets have seen a remarkable turnaround so far in 2019 from their lows in December. Two consecutive calendar quarters have rarely been so different in market sentiment or performance. The S&P 500 index plunged by –13.5% in the fourth quarter of 2018 on fears of an impending recession and concerns about a policy mistake by the Fed. Those worries have since dissipated as the index soared by +13.6% in the first quarter of 2019. In early April, equity indices have climbed back to within striking distance of their previous all-time highs.

Growth Scare … Or a Recession?

January 16th, 2019|Market Insights|

As we embark on 2019, investors are still in a daze after a challenging few weeks in the global stock markets. Volatility picked up in early 2018, subsided in the middle of the year and then reached almost unprecedented levels in the fourth quarter. The number of outsized daily and intraday moves in December shot up dramatically and approached all-time highs.

Decoupling of Global Growth

October 12th, 2018|Market Insights|

While we saw uniformly stronger growth around the world in 2017, we now observe divergent regional growth trajectories. On the heels of fiscal stimulus and deregulation, the U.S. continues to dominate the growth story. The rest of the world has struggled to sustain last year’s momentum for a myriad of reasons. We examine the more notable drivers for this divergence below.