Knowledge Leadership That Matters Most to Private Trusts & Family Offices

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...

July 2021 Market Update Mixed Signals “True genius resides in the capacity for evaluation of uncertain, hazardous, and conflicting information.” -- Sir Winston Churchill We arrive at the midway point of 2021 with an interesting set of data points to ponder. The...

April 2021 Market Update Seeking Balance “So be sure when you step, step with care and great tact. And remember that life's a great balancing act. And will you succeed? Yes! You will, indeed!” -- Dr. Seuss, from Oh, the Places You’ll Go As we arrive at the end of the...

January 2021 Market Update Great Expectations “My expectations were reduced to zero when I was 21. Everything since then has been a bonus.” --  Stephen Hawking, Physicist & Nobel Laureate Markets have managed to not just survive, but thrive, as the world navigated...