- Home
- Family Wealth Planning
Archive for the ‘Family Wealth Planning’ Category
Managed Accounts For Hedge Strategies – An Investor Friendly Alternative To Fund Of Funds
In the aftermath of the 2008/2009 global capital markets crisis, many investment firms have been exploring the use of Managed Accounts for the hedge fund strategies for their investor clients. Although Managed Accounts have been in existence for...
Toward A New Science Of Private Client Psychology
The attached article by Charlotte Beyer (Founder & CEO, Institute for Private Investors), which appeared in the November/December 2009 issue of CFA Magazine, reviews how a new science of private client psychology would examine how trust and...
But The Client Never Told Me!
In August 2007, my two HighView partners, Greg Rodger and Wayne Gillespie co-authored an article about how the misunderstanding of “Risk” is at the heart of most Advisor/Client conflicts. This article also appeared in The Monitor, the magazine...
The Outsourced Chief Investment Officer (CIO) As Fiduciary Manager
At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations,...
Bradley emphasizes the importance of manager selection
At HighView, we’re big fans of Tom Bradley. An industry veteran, Tom’s current focus is his no load fund company Steadyhand Mutual Funds http://www.steadyhand.com/ . Through Steadyhand, Tom is packaging his years of experience and...
Overexposed: The Realities Of Single Investment Manager Concentrations
In recent months, we’ve been introduced to several Financial Advisory Firms (ie: Insurance Advisors, Financial Planners, Accountants, etc.) who refer client business to various Investment Management firms. Given the growing need for high...
The Goldman Sachs Impact On Private Wealth Management
I believe that the impact of the current Goldman Sachs alleged fraud investigation that is playing-out in the media will be a catalyst for long-standing implications for private wealth management in North America. Here’s how I get...
Investment Policy Statements For Families
A good friend of mine recently told me that he was changing his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“. When I then asked if his Investment Advisor had not measured-up against my...
“What Is Stewardship?”
In a recent discussion with a client, I was asked the following question: “What Is Stewardship?” A related comment to this question is typically, “Our organization has plenty of compliance rules and regulations that we follow....
Creating Sustainable Wealth
At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations,...
