Our 2025 Investment Insights for Single Family Offices report explores the priorities and intentions of 282 family office investment decision-makers, most with $500M ‒ $5B in assets under management. This research study is backed by our decades of experience with family offices around the globe.

Sweeping tax law locks in key provisions, expands deductions and reshapes planning for families, businesses and donors.

During volatile times, it can be difficult to focus on the long term. But it’s important to remember that markets don’t move in a straight line and corrections are normal.

The long-anticipated One Big Beautiful Bill Act was signed into law on July 4th, making permanent key features of the 2017 Tax Cuts and Jobs Act and introducing other provisions. We break down the changes that may impact you most and offer strategies for you to consider.

The One Big Beautiful Bill Act is affecting multiple sectors across the S&P 500 with its pro-growth provisions. Some industries face tailwinds while others are not expected to gain as much. Learn which sectors we believe are poised to benefit the most.