“Hedge funds are investment pools that are relatively unconstrained in what they do. They are relatively unregulated (for now), charge very high fees, will not necessarily give you your money back when you want it, and will generally not tell you what they do....
By: Terry Vaughan Environmental, Social, and Governance (ESG) factors have been incorporated in investment decision-making for decades. What began as an effort by the Methodist Church to encourage its members to avoid “sin” stocks in the 1800s is becoming mainstream....
By: Nancy Marshal Macrocosm: noun, the whole of a complex structure, especially the world or the universe, contrasted with a small or representative part of it. [1] Prime Quadrant defines the Family Office Macrocosm™ as the ecosystem of methods and processes an...
18th century Irish clergyman and writer Philip Skelton wisely said: “Our principles are the springs of our actions; our actions, the springs of our happiness or misery. Too much care, therefore, cannot be taken in forming our principles.” We could not...
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...
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