Knowledge Leadership That Matters Most to Private Trusts & Family Offices

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 the law. Once you hit adulthood, the access...

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 age-appropriately discuss these matters in order to teach and...

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 certainly not epidemiologists,...

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 many key questions are...

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 economy in the US is almost...

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 first quarter of 2021, it...

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 a global pandemic.  As...