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...
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...
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