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...
