By: Angela Smith Wealth Continuity: Best Practices For Enterprising Families One of the more frequent questions we receive from ultra-affluent families is, “When should we tell our kids how much we have?”. While it’s not exactly a secret that many of these families...
By: Terry Vaughan “Your capital called – said it was sorry for being such a drag.” The challenges of managing private market fund allocations Things are pretty straightforward with traditional investment funds that invest in publicly-traded...
By: Nancy Marshall What comes to mind when you hear, “Your family’s most important goals”? Since this is a multi-family office newsletter, you might be thinking along the lines of: “We want to grow and preserve our wealth for future...
By: Deborah Lee Chang “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the...
“Don’t let the tax tail wag the investment dog” is a popular saying in the world of investment management. And while there is wisdom in this statement, being thoughtful about what for most is their highest investment-related cost is essential. There...
By: Nancy Marshall In an earlier blog post, “Best Practices in your Family Office Macrocosm™”, we introduced the Macrocosm™, defined as the ecosystem of methods and processes an affluent family uses to manage their affairs. In that post, we outlined some of the Best...
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