Jul 30, 2021 | Family Wealth
Photo by Oliver Sjöström on Pexels.com Yesterday, Credit Suisse published its 170+ page investigative report into Archegos, the family office hedge fund that cost the bank over $5bn in losses. CS hired law firm, Paul Weiss, to conduct the investigation. In all, the...
Apr 5, 2021 | Family Wealth
Photo by Alvaro Reyes on Unsplash Today, I want to talk about investment fees and financial advice. This is a tricky subject to evaluate given the number of moving pieces. Within the broader financial advisory industry, it is also hotly debated as...
Feb 25, 2021 | Family Wealth
Photo by Ana Cernivec on Unsplash Do not muzzle an ox while it is treading out the grain. Deuteronomy 25:4 Where no oxen are, the trough is clean; but increase comes by the strength of an ox. Proverbs 14:4 Several months ago, we had a series of posts entitled...
May 19, 2020 | Family Wealth
“If confusion is the first step to knowledge, I must be a genius.” Larry Leissner Photo by Scott Graham on Unsplash Selecting the investment partner for a family office is a question that most offices will choose to answer. Having a partner to help...
May 22, 2017 | Family Wealth
Many millennial entrepreneurs many find themselves with unexpected liquidity following the closing of a large deal or sale of the company. How to handle this new wealth requires serious consideration. In our last discussion of the Emerging Wealthy — we focused on what...
