The shift in wealth from The Greatest Generation to the Baby Boomers to Generation X and today’s “Generation Now” has unique implications for our client families. A study by Cerulli Associates, a leading research firm, estimates that $16 trillion of assets will be passed down to the next generation in […]
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March 2014: Capital Allocation
As a result of the global economic recovery and subsequent increase in business activity, corporations are accumulating record levels of cash on their balance sheets. While this may seem like a good problem to have, cash is not a return-generative asset and can be a drag on shareholder returns, especially […]
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