Blog

Selecting the right investment partner for a family office is a question that most offices will choose to answer as they structure their investments.

The 10 best reads to build a family investment office. What can families learn from world class investment managers to improve their investment acumen?

If the family is serious about continuing to grow its wealth across generations, it is highly unlikely that a broadly diversified portfolio alone will achieve that target.

To hit their long-term return targets, families must architect a unique investment approach. Otherwise, the wealth just dwindles away as the family grows and the wealth gets divided. In fairly short order, without additional replenishment, a sizable fortune can be reduced.

There is much speculation about how society will change following the ultimate resolution of the COVID-19 crisis. Call me a skeptic, but I am not convinced that is how humans actually change their behavior.
Instead, I would argue that this virus is hopefully the final nail in the coffin in this era of human history and how we govern and manage society.

Obviously, the world has changed a lot in the last few weeks. Because there are so many moving pieces currently, I thought it worthwhile to summarize at a high level where markets are currently and what is going on.