All in the Family – Introducing Family Owned Life Insurance™ (aka FOLI™)
Family Affair - Introducing Family Office Life Annuity (FOLA)
NGE On Demand: Insurance and Indemnity Issues for Family Offices with Angela Elbert
Family Offices and PE: Can't We All Get Along
Podcast: Key ESG Considerations for Family Offices and Foundations
Companies in the Middle East have traditionally been well served by regional banks, but over the past two years, borrower interest in private credit has grown. Various factors have raised private credit’s profile in the...more
Globally, private equity is expected to double its current assets under management (AUM) to US$12 trillion by the end of 2029, driven in large part by private wealth investors, according to new Preqin research....more
Business owners of private companies invest huge amounts of time and resources in their business, which may include the bulk of their financial capital. For owners who do not want most of their net worth to remain tied up in...more
Real estate funds and family offices are two types of investors that often (i) purchase equity interests in partnerships and (ii) make in-kind asset distributions for tax planning purposes. Well advised real estate and family...more
In the Gulf Cooperation Council (GCC) region, mid-market capitalization investors have a unique opportunity to acquire or establish Shared Service Centers for their portfolio companies. This would provide scale for...more
Venture capital (VC) is a form of private equity and a type of financing where investors invest in early-stage companies which they believe to have long-term, highgrowth potential. Accredited investors, family offices,...more
Welcome to Goodwin's Debt Download, our monthly newsletter covering what you need to know in the leveraged finance market. We hope you’re staying warm during the winter doldrums....more
What to expect? The first half of 2022 marked another banner period for asset and wealth management deals, with deal volume up 11% compared to the same period in 2021, according to PWC. And the market for buying and selling...more
Investments in renewable energy assets have become increasingly popular with institutional and private equity investors—and not to mention family offices—because of their reputation as a relatively safe and stable investment,...more
On December 18, 2019, the SEC proposed to amend its definition of “Accredited Investor” with hopes to expand access to private capital markets to a wider range of investors. The proposed changes create two new categories of...more
We are now beginning the second decade of the private equity (PE) bull market in Canada. The surge of PE investment in the last 10 years has shifted the ground of Canadian and global corporate finance....more
Throughout 2019, single-family office (SFO) direct private equity investment has surged, and McGuireWoods has shared some SFO best practices around deal sourcing, vetting, due diligence and co-investing. (See recent...more
Family office managers and private equity general partners have many common interests. Chief among them is providing maximum returns for their employees and their investors. How family offices and private equity funds...more
The recent growth of single-family offices (SFOs) continues its upward trend. A recent study by Ernst & Young estimates at least 10,000 family offices exist around the globe, with more than half established within the last 15...more
Family Office News - Six ultra high net worth trends - On September 5th Wealth-X released its 2018 World Ultra Wealth Report. Highlights of note were that Asian countries have seen the fastest growth in wealth...more
A recent case, Lender Management LLC v. Commissioner of Internal Revenue, T.C. Memo. 2017-246, has created a window of opportunity for family offices to restructure their affairs and potentially deduct certain family office...more
Five cross-generational transformations of successful family enterprise - As family businesses grow and are passed on through generations, they often struggle to survive unless they can adapt to changing cultures, and...more
Bank of Singapore Seeks to Expand Its Family Office Business - Bank of Singapore, the private bank of Oversea-Chinese Banking Corp., is looking to expand its family office business as the city-state rolls out the red...more
Family Offices Flourish Around the World - In some sense, family offices have always been around. They were present back in medieval times in England and hundreds of years ago during major dynasties in China—it was just...more
The ultra-wealthy are allocating more of their money to equities and less to hedge funds and real estate this year, a survey of family offices published on Wednesday found. Equities accounted for 27.1 percent of the average...more
A volatile year for Islamic finance – the only way is up? Once again the close of the year has come around more quickly than we ever thought possible, and it is time again for our annual review and outlook of the Islamic...more
Just What You Are Looking For?—Family Office Direct Investing in Search Funds - Family offices are increasingly taking note of “search funds” as a private equity investment alternative within the broader private equity...more