There are economic and strategic advantages After a family has accumulated a significant amount of wealth – tens of millions of dollars or more – it is time to consider whether a family office structure will serve…

There are three primary ways in which consumers pay for financial planning advice – asset-based fees, flat fees (which include one-time payments, ongoing retainer arrangements, and subscriptions), and hourly-fees. Determining which among these best serves consumer interests…

I know many people love business and investing podcasts. I am not one of them. I tried a bunch, especially during COVID, but none held my attention for more than a week or two. If you told…

Almost every investor wants their burning financial questions answered by one professional. They want a quarterback who sees the entire field. It’s right in the title “financial advisor.” Every single client with significant investable wealth cares about…

As investment professionals, we often ask clients, “How do you view risk?” But the more important question isn’t how you view it; it’s how you actually respond to risk when it becomes real. To explore this, here’s…

What is Direct Indexing For many investors, a core equity strategy is the centerpiece of a diversified investment portfolio, and this core is often represented by indexed exposure to core equities with “satellites” representing other asset classes…