As individuals, families, and businesses accumulate wealth, their financial lives inevitably become more complex. With this complexity, a comprehensive, team-oriented solution often becomes necessary to manage, protect, and grow that wealth. One such solution is a Multi-Family Office, a specialized service that provides a broad spectrum of wealth management tools.
Category: Wealth Management
-
Why Aren’t We in a Recession?
The economy, in many aspects, resembles a living entity much like ourselves. It is capable of making decisions, yet its behavior is not entirely predictable. It reacts to its surroundings and the external forces that are imposed upon it. When backed into a corner, it’s hard to predict how it will react. Grant it the freedom to make decisions it has not encountered before, and the resulting outcomes become even more unpredictable.
(more…) -
In a True Partnership, Financial Accountability Goes Well Beyond the Investment Strategy.
Over the course of my twenty-plus years as a professional investor, I have given a great deal of thought to the idea of accountability. The challenges and successes of wealthy families are often measured in decades, even generations, and sophisticated investors are accountable in their own lives for a complex interconnected set of responsibilities: the family’s financial security and legacy, as well as taxes, insurance, estate planning, non-profit causes, and often managing their own businesses.
(more…)
