Author Archive

This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management...

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...

OVERVIEW For affluent family investors who have accumulated large sums of hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing...

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...

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...

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....

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...

“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...

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...

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...