Vlog
Videos of Articles & News
Our best thinking around issues that impact families and their family offices
Video – IVYFON Private Equity / Mergers & Acquisitions
I spoke on a panel for IVY Family Office Network on December 13th, 2023 about Private Equity and Mergers &
Video – IVYFON The Great Asset Shift
I spoke on a panel for IVY Family Office Network on December 5th, 2023 about the great generational asset shift.
Video – IVYFON Private Equity, Mergers & Acquisitions 2023
I spoke on a panel for IVY Family Office Network on June 27th, 2023 about private equity, mergers & acquisitions
Video – IVYFON Family office best practices 2023
I spoke on a panel for IVY Family Office Network on November 29th, 2022 about Family Office Best Practices for
Video – United Way “Donor Advised Funds vs Charitable Foundations”
I spoke on a panel for The United Way of Miami's Professional Advisor Committee around the pros and cons of
Video – IVYFON Crypto Assets and Valuations
I spoke on a panel for IVY Family Office Network in March 2022 about Crypto Assets and Valuations (NFTs, Metaverse,
Video – IVYFON Family Office Best Practices 2022
I spoke on a panel for IVY Family Office Network in New York in December 2021 about best practices for
Video – IVYFON Family Office Best Practices 2022
I spoke on a panel for IVY Family Office Network in Miami in November 2021 about best practices for Family
3 ways to protect your portfolio from inflation
I was recently interviewed by Bianca Flowers from MarketWatch, around inflation rearing its head and what we can do
Video – Estate planning and divorce: High profile cases, challenging issues
Take the case of Farkhad Akhmedov and Tatiana Akhmedova, what can we learn from their estate planning and does yours
Video – Procrastination: The biggest impediment to decision making
Not taking a decision has often times been classed as having taken a decision to do nothing, but is it?
Video – What can we learn from the Gates Foundation?
Today there have been numerous articles of the impact of the separation on Bill and Melinda Gates on their charitable
Video – Oops they did it again
The entertainment press has been focused on the conservatorship of Britney Spears. The Judge just ruled against her, but are
Video – The importance of having a family office rulebook
As the family office space continues to evolve one of they key missing elements is the rulebook. Please watch my
Video – Inflation: is it a risk or a blessing?
There is a focus in the press and capital markets around the risks of inflation rearing its head. But is
Video – Should we give our kids all our money?
One of the more difficult discussions parents have is on whether they leave part or all of their wealth to
Video – The perils of managing up
I recently saw a post entitled "Succeeding in a new role by managing up", I do not support that title
Video – The risk of dying with no planning
Most people die with no planning in place, due to the misconception that it is about inheritance tax. There is
Video – Family Office vs Founder’s Office
Most family offices struggle to survive past one generation. Do you have a family office or a founder's office? Please
Video – Capital gains increases: just stay the course
Recently there have been numerous articles in the media about the Biden administration's proposed capital gains tax increase. They discuss
Video – Bitcoin, the flash crash and my view
I had originally written about Bitcoin in February 2021 (Bitcoin article). This weekend there was a flash crash on bitcoin,
Video – Archegos, what does this mean for single family offices?
The other week we saw the blow up of Archegos and a call for more regulation, but is that the
Video – IVYFON Family Office Planning 2021
I spoke on a panel for IVY Family Office Network in December 2020 about the outlook for Family Offices in
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