The managing director, investor market, for the Family Office Exchange outlines trends in family office investing, including a renewed focus on buying operating companies.
Insight from Shelby Austin, managing partner of Omnia AI at Deloitte Canada, and Christine Ing, co-lead of McCarthy Tetrault's technology practice.
The Treasury Department has clarified key aspects of investing in OZs, including tax filing and timing, although some areas remain undefined.
RSM's chief economist discusses the impact of a tight labor market, trade tensions and monetary policy decisions.
Claudine Cohen, a principal in CohnReznick's Transactional Advisory Services practice, offers insight for families considering a direct investing strategy.