From time to time, MarketCurrents proposes to stimulate discussions on several macro themes that are of far-reaching import. We begin this initiative with a review of Artificial Intelligence (AI), a technology whose advancement will profoundly influence society in the years ahead.

Our latest report features an in-depth overview of MarketCurrents Wealth Management’s Winter Forum. Held at the Penn Club in New York City on December 11.

The agenda featured two panels. In the first, panelists shared what it truly takes for a family office to pursue direct private equity investments and what to consider from a tax perspective. During the second, panelists shed light on their investment strategies with a particular focus on venture capital. The impact on investments from the Trump administration’s trade war tariffs and immigration policies also featured in the conversation.

Direct investment in real estate continues to increase as a core holding in the portfolios of family offices. It has traditionally served as a way to preserve and build multi-generational wealth.

A complex process, investing in real estate involves substantial patient capital, a variety of stakeholders and a team of professionals with specific expertise. The latest edition of MarketCurrents features insights from our fall forum, Real Estate Investment Trends, which addressed these topics.

The latest edition of MarketCurrents features highlights of our Summer Forum. The event brought together a highly curated group of family offices principals from the U.S. and emerging market regions. Held in New York City, cocktails, followed by dinner and a panel discussion, allowed attendees to network with their true peers.
Panelists shared insights on a variety of topics including:

• Investment opportunities in the U.S. and emerging markets
• How they build and tap their networks to find investment opportunities
• How they mitigate geopolitical risks
• Investment opportunities geopolitical risks present

This edition brings you highlights of MarketCurrents’ Spring Forum, our first event in 2019.
Family office principals shared their expertise on a wide range of topics including:

• What succession planning should address and how to develop and educate the younger generation
• The family office landscape in Latin America.
• The more insidious cyber threats family offices face, how to educate families, and cybersecurity trends and related investment opportunities.
• How to find and vet CIO candidates
• Investment approaches and private equity trends
• The impact of the U.S. tax reform as it relates to family office structures

The latest edition of MarketCurrents takes a forward-looking view of 2019. We interviewed panelists who attended MarketCurrents’ winter summit to shed light on key considerations for family offices this year.