Challenging times in businesses may cause a lot of stress in the near term. However, there is a silver lining: the cornerstone of good...

There is a funny thing that happens at very large investment management firms: they ask to invest all of your money on your behalf in...

There used to be only one choice for a wealthy family to make when selecting a financial advisory firm: which gigantic wealth management...

Last May I wrote a post titled "This time is different?" based This Time is Different, authored by Carmen M. Reinhart, chief economist of...

On a call with a new client reviewing his current planning, we quickly realized that he had set up two revocable trusts and done a lot of...

We are in a new financial world since the Fed started raising rates. We are seeing more requests than ever before to advise on debt. This...

Addepar, PWS, Maastro, FundCount, SEI Archway, Tamarac...AGH!!! Most family offices I know use Addepar. The reason? It has the prettiest...

Is this time really different? I have been slowly perusing this fascinating book over the past year. This Time is Different is authored...

Many family's use their most trusted attorney, CPA or financial advisor as the "coach" of their estate. Unfortunately, that is a classic...

One of my clients asked me to help them figure out how their assets were performing. The problem was, they didn't know what their assets...

Surprisingly, the vast majority of those with high net worth estates, even the most sophisticated CEOs and business titans, started off...

As I wrote in my previous post, PE investing is fraught with danger. See Pensions and their PE Woes - even the biggest funds on the...

(I figured that picture would get some clicks!) When I first started vetting investments for a single family office, the one asset class...

Estate taxes have decimated the wealth of many wealthy families over the years: John Rockefeller and Elvis Presley lost 70% of their...

An open architecture multi-family office is so good, you would be irresponsible not to be a member, if you meet the criteria. "What the...

I know a guy with a big, old and rambling house. It needs a gut renovation. I mean everything - siding, new lawn and garden, roof,...

Biden wants to change the way that the wealthy pay taxes. This means: Increasing the top tax rate to 43.4% for those earning over ~$500K...

What is Alpha Alpha (α) is a term used in investing to describe an investment strategy's ability to beat the market, or it's "edge."...

You know an expert in which wines were rare and underpriced at the liquor store and bound to be a good value, increase in price and be...