A version of this article appeared for the first time in Inside Wealth Newsletter of CNBC with Robert Frank, a weekly guide to the investor and the consumer of net value. Register to receive future editions, directly in your reception box. While families are proud to invest in the long term, the volatility and price confusion of this week around government policy pushes a lot to slow down their agreement, according to experts. The S&P 500 fell by 1.3% only on Thursday, and the three major averages have decreased by around 3% so far this week on the implementation of prices on Mexico, Canada and China. Family offices and their advisers say they are not too concerned about this week’s market movements. None sold actions in response, and many were not purchased at lower prices. Instead, many strike the break button on major investments or private offers until they have more clarity in the major political direction. “Most families find themselves and do not make big bets, remain diversified and maintain liquidity, until they see how things go,” said Michael Zeuner, director of We Family Offices. A CIO from the Family Office said they were a reasonable diligence on a private company that had business in Mexico, “and we just decided to hold back until we know what politics will be.” While the prices have shocked the markets, investors with high shuttle can afford to resist the storm both in terms of cost of living and swings in their portfolio. According to Charlie Garcia, founder of R360, the investment community, the founder of R360, the investment community, the community of centimillionaire investments. “Because they are centimillionaries, the emphasis is made on the decades, not the neighborhoods,” said Garcia in an email at CNBC. “Nevertheless, we make modest changes – not a large pivot, but a recalibration.” For example, said Garcia, some members have increased their allowance to American steel and aluminum producers via capital-investment funds or diversified materials. Deepak Puri, director of investments in investment in the Americas of the private banking branch of Deutsche Bank, told CNBC that the bank requests go from concerns that a lower market is on the horizon, that Deutsche Bank does not provide, questions on security transactions such as bonds and gold. The main director of the UBS portfolio, Jason Katz, said that even if most customers are quite calm on the prices, he has noticed a difference in festive lines. “His policy certainly plays in the requests we receive,” said private advisor to wealth. This uncertainty is more difficult for some ultra-rich customers to tolerate than others, said Elliot Dornbusch, founder and CEO of CV Advisors. The company based in Miami with $ 13 billion in assets has many customers with companies in Latin America who are downright affected by prices. “I think that on the side of the construction of the portfolio, we are well and our customers are not really concerned about this,” he said. “They are really more concerned about the future. What is happening? We don’t know. I mean, we will have to take it day after day.”
In an aerial view, shipping containers are organized at the Houston Port of Authority on February 10, 2025 in Houston, Texas.
Brandon Bell | Getty images
A version of this article appeared for the first time in Inside Wealth Newsletter of CNBC with Robert Frank, a weekly guide to the investor and the consumer of net value. Register To receive future editions, directly in your reception box.
While families are proud to invest in the long term, the volatility and price confusion of this week around government policy pushes a lot to slow down their agreement, according to experts.
