Navigating periods of extreme market volatility and sharp declines in equity markets is among the most challenging responsibilities for a Family Office CIO. Here are a few principles to consider on how to frame, approach and implement investment decisions with family office principals during times of severe market stress.

Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.

The Tax Cuts and Jobs Act of 2017 includes a provision encouraging private sector investment in certain lower-income communities designated by the U.S. Treasury Department as “qualified opportunity zones”.

As we entered the second half of 2018, markets appeared to be hitting an inflection point. On one hand, economic data remained robust, with the consumer fully engaged, wages growing at a modest pace, industrial production steady, and the corporate tax cut creating the opportunity for meaningful investment.

By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.