A Practical Guide to Hedging Foreign Currency

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The best risk-adjusted returns available to investors could be anywhere in the world and therefore an optimally invested, long-term portfolio will have exposure to foreign assets. Investors who own foreign assets and spend domestically have an asset liability mismatch; the currency exposure of their portfolio diverges from the currency exposure of their expenditure. In this…

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Do’s and Don’ts of Multigenerational Investing

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These Do’s and Don’ts offer some basic guidance for managing family wealth over multiple generations. This ranges from simple wealth management where next generation knowledge and involvement may be useful, to multi-generational families with substantial family wealth planning resources and requirements. Some families may have already established a formal family office to administer wealth management,…

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