Archive for the ‘Family Office’ Category

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 past post, family wealth is not self-perpetuating. Without proper planning, it often...

Overview: Many people often incorrectly assume that affluent families don’t need to borrow money because they have money. Although on the surface, this may be true, the reality is that affluent families will periodically borrow money for various...

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...

This blog will be considered Part 4 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog , Part 2 blog , and Part 3 blog. In Part 1 of this series I compare the design and implementation of a portfolio to building...

This blog will be considered Part 3 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog and Part 2 blog. When assets are transferred in from your previous investment advisor to your account with your new investment...

This blog will be considered the final of a 3-Part series pertaining to Family Offices. Please view the Part 1 blog & Part 2 blog. The Big Challenge With Traditional Family Offices: As mentioned above, the costs to operate a traditional family...

This blog will be considered Part 2 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog Client onboarding sounds as simple as opening some accounts and processing a few transfer forms, right? Well in fact there is...

This blog will be considered 2 of a 3-Part series pertaining to Family Offices. Please view the Part 1 blog. What Are The Services of a Family Office? Although the range of services provided to families via a family office business can vary widely,...

This blog will be considered 1 of a 3-Part series pertaining to Family Offices.  Background: The term, ‘Family Office’, has become increasingly used within the wealth management industry in recent years.  Unfortunately, there are many...

This blog will be considered Part 1 of a 4-Part series pertaining to Portfolio Implementation. There are surprisingly a lot of similarities between designing a custom-built home and designing a portfolio for an affluent family or foundation. When...