Currency Wars: Strategies for Hedging Wealth in Uncertain Times

Key Takeaways Currency wars are the reality of nations actively engaging in competitive devaluations. They usually do this to gain unfair trade advantages or to address domestic economic crises. With these tectonic shifts comes risk of global financial instability, which makes it important to hedge personal wealth against danger that is certainly brewing. Currency hedging […]

Niche Opportunities in Structured Settlements: Generating Income Streams

Key Takeaways Finding niche opportunities in structured settlements provides a lucrative alternative route to building income streams. Structured settlements, usually the product of a legal agreement, offer consistent, tax-exempt income for an extended term. This unique financial arrangement can be fully leveraged with intentional planning and knowledge of the legal landscape. By taking advantage of […]

Multi-Jurisdictional Asset Protection: Integrating Offshore and Onshore Strategies

Key Takeaways Strategically integrating offshore and onshore entities to take advantage of multi-jurisdictional asset protection. This multi-jurisdictional approach offers more effective protection as well as freedom and flexibility to control assets. By integrating the best of these jurisdictions, you’re providing a layer of privacy and security that’s imperative for protecting your wealth. What offshore entities […]

Maximizing your tax-exempt gains with Qualified Small Business Stock (QSBS)

Key Takeaways QSBS can be an effective way for certain investors to gain tax-exempt status on large capital gains from federal taxation, provided that they meet certain requirements. Investors who hold QSBS for over five years are eligible for these tax-exempt gains. This sometimes-overlooked tax incentive encourages investment in small businesses, driving economic growth and […]

Personalized Hedge Fund Mandates: Tailoring Alternative Portfolios for Ultra-Wealthy Investors

Key Takeaways Personalized hedge fund mandates provide ultra-wealthy investors with substantial advantages by crafting tailored alternative portfolios. These personalized mandates center on matching investment strategies to specific investor goals, preferences, and risk tolerance. They provide almost limitless flexibility and access to a wide variety of asset classes. Using these tools together, you can construct portfolios […]

Using Intellectual Property as Collateral for Loans

Key Takeaways Using intellectual property as collateral is a strategic resource that provides an advantage. By using patents, trademarks and copyrights as collateral, companies can obtain loans and increase liquidity. An important asset, intellectual property (IP) provides an intellectual and creative bedrock upon which businesses can build and borrow against innovation for economic capital. Today, […]

Cyber Insurance for High-Net-Worth Family Offices

Key Takeaways Cyber insurance for high-net-worth family offices is essential in protecting digital assets. As financial professionals, it’s absolutely imperative that we understand the new world of cyber threats and the measures we can take to protect ourselves. Cyber insurance provides a complementary, powerful layer of security—a safety net that fills the gaps where traditional […]