The times are changing rapidly from when the GameStop short squeeze in 2021 forced investors/speculators to wake up to the power of social media now with almost everything originating on social that is then amplified/spread outwards – like the Musk/Trump fight in the...

As the world evolves and investors of all types start to branch out and explore new opportunities to diversify their portfolios one of the areas that stands out to us is the life insurance space, which we’ve been getting inquiries on recently and ultimately sparked...

After guiding various hedge funds and being in the AI space for years, it’s interesting to see how they were very reserved in the early days around tech investments and now going full force on AI ranging from the hardware behind the scenes (chip manufacturers like...

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...

We are living in interesting times almost like riding a magic carpet that’s navigating through peaks and valleys while at the same time having control of the reigns so we can drift outside the lanes if we see something that’s truly special, which is what our team...

Over the past week we’ve taken a step back to evaluate markets, analyze data using our proprietary methodologies/tools and when the market speaks, we listen, then we translate the markets message to investors to help navigate the wide range of potential market...