Starting on: Sunday 8th of December, 2013. Posted by: marcus evans.
In light of current market conditions, implementing wealth preservation strategies remains a top priority for family offices executives. Keeping abreast of economic developments and capitalizing on investment opportunities as they arise will be the key for ensuring that portfolio goals are met. With the increasing demand to address non financial issues such as family governance, legacy, philanthropy and taxes etc., family offices must now effectively balance the investment aspect of the business with the “softer side” issues, to ensure that their clients’ needs are catered to.