Insights
Research, market commentary and planning frameworks from our investment committee and specialists — written for families and institutions who measure outcomes in decades.
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Higher yields have drawn record allocations to direct lending. We think it belongs in portfolios — but in a different place than most investors are putting it.
Priya Raman
Chief Investment Officer · 8 min read
7 articles shown
The most effective estate planning techniques depend on time — for assets to appreciate, for trusts to season and for families to learn. Here are the ones we see deferred most often.
Our fourth-quarter view on growth, rates and valuations — and why we are favouring quality, duration discipline and patience in private markets.
Selling everything at once is rarely optimal, and neither is holding on out of loyalty. A structured plan can reduce risk, tax and regret at the same time.
Family constitutions and councils fail when they feel like compliance. The ones that last give rising generations real responsibility, early.
Higher expected returns from fixed income create room for boards to reconsider spending rules, smoothing formulas and liquidity reserves.
The decisions that most affect what a founder keeps from a sale are usually made long before the term sheet arrives.
Families with members, assets and businesses in multiple countries face overlapping tax regimes. Coordination is the difference between efficiency and double taxation.
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Insights are provided for informational purposes only and do not constitute investment, tax or legal advice. Opinions reflect the judgment of the authors as of the date of publication and are subject to change without notice.
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