Knowledge Leadership That Matters Most to Private Trusts & Family Offices

February 2023 Market Update Back to the Future “History doesn't repeat itself, but it often rhymes." Mark Twain In financial markets, 2022 will be remembered as the year that the Federal Reserve (the Fed) ended the age of free money. Investors understood that interest...

November 2022 Market Update Fundamental Forces “Nothing happens until something moves." Albert Einstein There are four fundamental physical forces – gravity, weak nuclear, strong nuclear, and electromagnetic. Each force defines how the universe evolves and functions....

Disaster Preparedness No one wants disaster to strike but preparing for disasters in the unfortunate case that they do happen is important. Floods, fires, and other disasters alike can wipe out personal and business properties, as well as important documents such as...

Benefits of Teaching Financial Literacy to Children You have likely witnessed the consequences of poor money management at some point in your adult life. Most times this happens because you were unprepared, didn’t understand certain concepts, or weren’t given the...

August 2022 Market Update Hurricane Season “Everyone thinks the Fed can handle this…but that hurricane is right out there down the road coming our way." Jamie Dimon, CEO JP Morgan, June 2, 2022 Residents of the Gulf Coast know that the Fourth of July holiday signals...

Getting The Next Generation Involved in Philanthropic Efforts Getting the next generation involved in your family's philanthropic efforts may be one of the most important investments you can make in their future and your legacy. Your children are likely interested in...

Am I Too Young to Start Planning My Estate? Adulthood and Estate Planning Once you’ve turned 18 years old, you should consider the financial and legal responsibilities bestowed upon you. As a legal adult, many things change once you hit the age of 18 in the eyes of...

10 Strategies for Discussing Wealth with Children Talking with children about money can be a complex matter, no matter how old they are. Yet, for those families with wealth, the questions around money and finances are particularly important to properly and...

January 2022 Market Update Mean Reversion “Prediction is very difficult. Especially about the future.” -- Niels Bohr As we bid farewell to 2021 and chart a course for 2022, we seem to be sitting at inflection points for the pandemic and financial markets. We are...

November 2021 Market Update Cutting the Cord “In the very desire for help, one is apt to forget that the objective should be to enable the individual to stand on his own feet.” -- Eleanor Roosevelt Eighteen months after the onset of the global pandemic, the answers to...