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September 21, 2023

Sponsored by Citibank

How World-Leading Family Offices Are Thinking and Acting Explore one of the largest and most global family office reports, from Citi Private Bank. Full Article

How Advisors Can Manage Portfolio Risk in a Frothy Market Neale Ellis and Matthew Michaels Four ways to help clients navigate uncertainty. Full Article

Family Offices, Direct Investing and the Benefits of Data Tagging Nicole Eberhardt As family offices increasingly turn to direct investing, the ability to anticipate and react to change is what will protect and enrich them. Full Article

Portfolio Optimization For Non-Nerds Iraklis Kourtidis Building a portfolio involves tradeoffs and intelligently evaluating them will yield a better result than using rigid cutoffs. Full Article

The Higher Your Tax Bracket, the More Attractive Municipal Bonds May Look Amanda Albright The $4 trillion municipal bond market, like other parts of the fixed income universe, is offering elevated yields not seen in years. Full Article

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