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...
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...
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...
“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...
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...
