• Home
  • Articles by: Mark Barnicutt

Author Archive

Risk Management Controls for Affluent Family Portfolios

By Mark Barnicutt on July 23rd, 2021

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. Given...

Foundations and Proper Asset Management: The problems and the solution

By Mark Barnicutt on June 30th, 2021

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...

Entrepreneurs Could Teach the Wealth Management Industry a Few Things

By Mark Barnicutt on June 18th, 2021

As prosperous entrepreneurs know, successful businesses rely on cash flow; revenues must exceed expenses to result in cash profit. In order to generate positive cash flow, businesses need to effectively leverage their current assets and resources....

The Virtual Family Office Structure

By Mark Barnicutt on June 2nd, 2021

You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it...

Understanding a True Fiduciary

By Mark Barnicutt on May 11th, 2021

“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it. So what makes a...

Preserving Accumulated Wealth

By Mark Barnicutt on April 8th, 2021

OVERVIEW The market volatilities of the past year have served as a strong reminder that investing in a globally, intertwined economy is not without risk; risk that can be managed if portfolios are structured prudently, but still risk. For affluent...

Virtual family office: 101

By Mark Barnicutt on April 1st, 2021

A Virtual Family Office (VFO) is a family office model that harnesses the experience, dedication, and loyalty of your established group of independent advisors to provide the comprehensive wealth stewardship affluent families require. This model...

Understanding the Real Costs: Important Questions to Ask your Investment Advisor

By Mark Barnicutt on March 19th, 2021

When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...

Successful Transitioning of Family Wealth

By Mark Barnicutt on February 19th, 2021

Challenges for Family Wealth The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking...

Building Sustainable Family Wealth For Future Generations

By Mark Barnicutt on January 29th, 2021

You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes...

See Beyond

Receive Market Commentary + Stewardship Insights.