Insights and Commentary…

Family Office Insights

Sample Family Meeting Agenda

September 1, 2020 Hosting a Productive Family Meeting: Sample Agenda Breakfast Buffet (everyone is in a better mood after a good meal!) Welcome Remarks and Introduction (this can be done by the matriarch or patriarch of the family, or by a trusted advisor who is there to help organize the meeting and facilitate the discussion). […]

Family Office Insights

Communication Across Generations…

July 22, 2020 Communication Across Generations in High Net Worth Families It seems logical that people born into high net worth families would be taught about money from an early age. However, the way that families actually handle the subject varies tremendously. Some families share everything with their adult children – the good, the bad, […]

Investment Insights

Investments Implications of COVID-19

June 8, 2020 What’s next for your portfolio? Investment Implications of the COVID-19 Pandemic COVID-19 has changed the world in ways that were unimaginable just a few short months ago.  At the time of writing, more than 6.5 million people worldwide have contracted the disease and nearly 400,000 deaths have been reported.  The health and […]


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