MarketCurrents’ second annual investment trends report brings you the highlights of an invite-only summit which gathered a select group of investing minds from within the family office community.

Panelists and moderators included principals from Witter Family Offices, Fulcrum Equities, Sixiang Holding, Axiom Capital Management, The Alberleen Group, GRC Investment Group and T5 Equity Partners.

Tax and consulting firm RSM co-hosted the event, which was held in New York City in October. It provided insights on tax considerations as they relate to investing.

The phenomenal growth of private wealth in emerging markets in the last few decades shows no sign of slowing down.

Nowhere has wealth grown faster than in Asia. India and China lead the way.

MarketCurrents’ third annual emerging markets report looks at three of the largest private wealth markets – India, China and the Middle East. We spoke to principals of single and multi-family offices in each.

This issue provides an in-depth look at where the family office model stands in terms of growth and evolution and what makes each market unique. Finally, we take a look at China’s sizeable domestic capital markets and the potential they hold for foreign investors.

MarketCurrents’ third annual technology report takes a look at the latest technology trends family offices are embracing and innovations they can leverage to meet their multi-faceted needs.

Family offices are increasingly looking to automate tasks to free up human capital on typically small teams. Among the new solutions being embraced are robotics and artificial intelligence and we look at the role they can play in doing so. We reveal the best practices involved in choosing providers and newer technologies. While cybersecurity risks are better understood, they remain on the rise and even the most prepared are not immune to an attack. This issues sheds light on the top threats and best cybersecurity practices.

Finally, we bring you the highlights of an invite-only roundtable attended by family office execs and investors held earlier this month in New York City. Hosted by MarketCurrents and tax and consulting firm RSM, topics discussed included the latest solutions and how to manage risk.

As family offices become more sophisticated so do their hiring practices, which is driving demand for non-family member executives to run them. Human capital is a significant cost for family offices. Finding qualified C-level candidates and keeping them for the long term is no easy task.

This issue of MarketCurrents looks at the human capital challenges single-family offices face and how to overcome them, as well as compensation trends. It also outlines the additional human capital challenges families in Asia and the Middle East face – markets where the family office model is less established than in the U.S. and U.K.

MarketCurrents’ first Family Office Series report of 2018 reveals how to navigate the complexities of estate and succession planning from start to finish. Doing so successfully is key to ensuring the longevity of a family’s wealth and legacy.

Because family wealth rarely makes it to the fourth generation, we spoke to fourth and fifth generation family members. They share first-hand experience about what it takes to successfully transfer wealth and prepare the next generation to take on roles in a family enterprise.

In our second annual risk and insurance report, we reveal the unique risks to which family offices are exposed, those on the rise and the specialized insurance solutions required.
Technology continues to create a whole new set of ever expanding potential perils. This edition of MarketCurrents takes a look at the relatively recent introduction of cyber insurance and what it covers.