In previous blog posts we have touched on strategies for family offices and what we’ve seen in the past along with what we anticipate in the future, and it’s interesting how new family offices have a common question: What bank should we go with? Taking a step back and...
Looking at our experience guiding family offices over time while blending that with historical data from a variety of other data sources, we learned a lot and continue to keep our finger on the pulse, including questions around when a wealthy family should officially...
News broke earlier this week that Warren Buffett is finally passing on the reins and it’s both magical to see someone not only live but also work into their mid-90s which is another testament to the human we’re dealing with here. And while the “Oracle of Omaha”...
After guiding a wide range of investors over the years from family offices to tech startups that ended up having big exits in the end, a common question that comes up is whether conventional family offices that made their fortunes in manufacturing, real estate, etc....
Unless you’re in the financial world the concept of family offices may seem as if families have an office to run their businesses whether it’s a chain of restaurants, real estate investments, etc. and that’s really where things started then evolved into investment...
