Posts Tagged ‘governance’
It’s harder to be a trustee than to go down steps on a pogo stick
The Problem: You are a trustee. You said “Yes” when a family member, close friend, or client asked you if you would serve as their successor trustee. Now, the settlor is dead, and you occupy the fiduciary office. And for that you will receive treasures in heaven… and consternation here on earth, because the beneficiaries…
Read MoreTrust But Verify: Do Private Equity and Hedge Funds Deliver Superior Risk-adjusted Returns?
For several decades, the investment industry has promoted the virtues of hedge funds and private equity funds for large instructional investors and ultra high net worth individuals. But over the last few years these products have come under increased scrutiny because the hoped-for benefits have, for the most part, not materialized. A report in April…
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