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Good Morning Pat!
These posts below were published in the past 24 hours.
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2022 Family Office Trends
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Thank you to Pathstone, the modern family office, for this report.INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an outline of the main trends that we continue to observe as we work with new and existing SFOs. Several trends overlap, …
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Navigating “Company Value” in Times of Choppy Market Activity
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By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPIIn the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on estate planning and/or corporate planning initiatives? In this article, we consider the difference between “price” and “value” which …
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