As individual investors and family offices become increasingly socially conscious and environmentally aware, many have turned to “ethical” investing. But
We have all been talking about crypto currencies, blockchain and NFTs over the past 18 months. A new swath of
I spoke on a panel for IVY Family Office Network on November 29th, 2022 about Family Office Best Practices for
When we think of Google, Microsoft, Amazon, Apple and maybe even Ford, we forget about their humble beginnings. Most of
When some people think of guardianship, Britney Spears comes to mind. The troubled celebrity seemed to lack control of her
If you’ve thought enough about starting your own business to read the magazines, web articles or blogs, you’ve no doubt
We’re surrounded by spin, branding and rebranding. If you surf the Internet, we’re being sold on Web 3.0, when it
I recently worked with a client who was deeply invested in the stock market. Their portfolio was being managed by
This is the second of a two-part series on the importance of empowering women. We previously examined how established norms
“We make plans and God laughs.” We write business plans, make family plans, and most importantly financial plans to guide
