Posts you may be interested in

Private aviation not only allows for greater scheduling flexibility, it also provides families with privacy and security. Join us to discover the costs and benefits of private aviation in the family office space.
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In this week’s Family Office Connections podcast, Edward Marshall is joined by Dave Lancaster, Rebecca Maguire, Lyn Christensen, and Eran Schreiber for a discussion on best practices for managing a family office’s structure and life cycle. Listen now.
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We sat down with former NFL champion Rob Ninkovich, sports psychologist Dr. Mark Stonkus, and professional hockey player Jillian Dempsey as they discuss how they’ve maintained a champion’s mindset during a pandemic. Listen now.
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In this week’s Family Office Connections podcast, we are joined by Shannon Wilkinson, CEO at Reputation Communications, as they discuss reputation management best practices, trends, and concerns. Listen Now.
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In this week’s Family Office Connections podcast, we discuss work from home technologies and corresponding investment trends during COVID-19. Listen now.
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In this week’s Family Office Connections podcast, we discuss the executive search industry and best practices in family office human capital management. Listen now.
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As we entered the second half of 2018, markets appeared to be hitting an inflection point. On one hand, economic data remained robust, with the consumer fully engaged, wages growing at a modest pace, industrial production steady, and the corporate tax cut creating the opportunity for meaningful investment.
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- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.
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As the first quarter closed, equity and bond markets were searching for direction following the losses posted in the back half of the quarter after an exemplary January.
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- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.
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