Wealth management involves understanding risk, choosing appropriate advisers and overseeing financial decisions. These articles offer perspectives on financial literacy, portfolios, investment opportunities and the questions families should ask the professionals managing their assets. Start with Family Office Fundamentals: Is ‘single’ or ‘multi’ right for me? and The importance of having a family office rulebook.
As individual investors and family offices become increasingly socially conscious and environmentally aware, many have turned to “ethical” investing. But
Imagine you grew up with Bob, or went to college with him, or became friends since he moved next door
We have all been talking about crypto currencies, blockchain and NFTs over the past 18 months. A new swath of
When I was a money manager, one of my clients was a successful investment banker. He managed multi-million dollar M&A
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
Since 2008, the stock market seems to have more daily fluctuations. Meanwhile, the bond market is bracing for the impact
It used to be easy to define an asset class. Investors had the limited choice betweenequities, fixed-income, cash, and commodities
Athletes, celebrities, divorcees, widows and heirs who come into wealth through their jobs, settlements or bequests often face a similar
This month the Russian army invaded Ukraine and markets already nervous from inflation fears got another shock. Equities had dropped
