Featured Insights

The 2025 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

Once considered adjuncts to the traditional allocations of stocks, real estate and bonds, private market investments have emerged as central to the mission of the modern family office. Long pioneers in alternative investing, family investors today stand at the forefront of key trends including private credit and direct investments.

Whether you are interested in growing your wealth or protecting it, the strategic use of credit can help you achieve your goals. And with interest rates trending lower, now could be an opportunistic time to consider the borrowing tools at your disposal.

Billionaires multiply their wealth by borrowing against their assets to pay for new investments. Read to learn how homeowners can do the same to cover tax labilities.

With year end approaching, that means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.