Insights and Commentary…

Family Office Insights

Unlocking the Potential of your Single-Family Office: Outsourcing Investment Management to an Independent Advisory Firm

Single-family offices (SFOs) play a pivotal role in managing the wealth and financial affairs of affluent families. As the complexity of investment strategies and regulatory demands continues to grow, SFOs can benefit from turning to independent, fee-only advisory firms to manage their investment portfolios. This strategic decision to outsource the investment management function brings with […]

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Investment Insights

Monthly Market Insights: December 2023

U.S. equity and bond markets had positive returns in November, driven by investors’ increased confidence in the Fed’s ability to control inflation without triggering a recession. In our monthly market insights piece, we present our thoughts on the current economic landscape and outlook for the markets.

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Investment Insights

Monthly Market Insights: November 2023

In our monthly market insights piece, we cover the current state of the economy and share our views on the path forward.

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Family Office Insights

The Value of an Independent Multi-Family Office for Ultra High Net Worth Families

Ultra high net worth (UHNW) families, which we define as substantial wealth in excess of $100 million, often face a complex web of financial, legal, investment, and lifestyle management challenges. Preserving and growing such wealth necessitates a high level of expertise, strategic planning, and dedicated resources. While some UHNW families opt for establishing a single […]

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Investment Insights

Monthly Market Insights: October 2023

September proved to be another challenging month for the markets, as the upward move in long-dated yields pressured both equity and bond prices. In our monthly market insights piece, we present our thoughts on the current economic landscape and outlook for the markets.

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Investment Insights

Monthly Market Insights: September 2023

Recent economic indicators have made a “soft landing” the consensus view among investors…In our monthly market insights piece, we share our views on the current state of the economy and outlook for the markets.

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