Insights

Perspectives on
Wealth & Family

Thought leadership and research from the Emerald Capital team on investment strategy, wealth planning, and family governance.

Investment Strategy
January 20255 min read

Navigating Market Volatility: A Family Office Perspective

How disciplined investment frameworks help families maintain long-term focus during periods of market uncertainty.

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Wealth Planning
December 20247 min read

Strategic Wealth Transfer: Beyond the Basics

Advanced considerations for families planning intergenerational wealth transfers in the current tax environment.

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Family Governance
November 20246 min read

Preparing the Next Generation: A Framework for Success

Practical approaches to educating and preparing heirs for the responsibilities of significant wealth.

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Investment Strategy
October 20248 min read

The Role of Alternatives in Family Portfolios

Understanding how private equity, real assets, and hedge funds can enhance diversification and returns.

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Family Governance
September 20246 min read

Family Governance: Building Structures That Last

Key elements of effective family governance, from family constitutions to decision-making frameworks.

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Investment Strategy
August 20245 min read

Global Diversification in an Uncertain World

How families can build resilient portfolios through thoughtful geographic and currency diversification.

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