Archive for the ‘Family Wealth Planning’ Category

Every quarter (or month) wealth firms get in front of their clients in a highly visible and lasting way when they send out their client statements.  Unlike meetings, a client’s statement will be around for months or years.  The statement...

Good morning all. I am at Holt Renfrew drinking expresso and waiting for Michelle, my significant other to finish with her hair appointment. Anyone else realize that this is a 4-hour experience? Anyway, as you may know, I am not a tax lawyer, CA or...

A great article appeared today in The Family Wealth Report that discusses the importance of Goals Based Planning as well as the traction this important concept is gaining within the wealth management industry....

For years now, the fees that mutual fund investors pay, have been primarily integrated fee structures that cover three components: 1.       Investment Management – the fees to the money managers who select the underlying securities...

This year, I celebrate my 20th year in the wealth management business.  Although short in duration relative to some of my business partners, it’s sufficiently long to have experienced both good and bad market conditions.  Unfortunately, in...

Here is an interesting article on bnet....

Over the past several years we have begun to see much more discussion and research focused on exploring the validity of Modern Portfolio Theory (MPT) and Efficienct Frontier concepts as the primary means of developing and implementing the most...

In our years of experience overseeing the management of client wealth, we’ve learned that successful investment management is more about managing risks than it is about managing returns. The rationale for this is simple: An investor who...

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,...