When I started in the family office industry 18 years ago, a lot of people didn’t know what a family office was. When asked what kind of work I did, I replied that I worked with a family office. Several…
Semi-conductor shortage, third wave, vaccine tourism, lumber prices, Dogecoin, cottage madness, Elon Musk hosting SNL. These are some things you probably didn’t expect to see in the headlines in 2021. The pandemic continues to wreak havoc around the world and…
Just about a year ago, on March 13, 2020, we made the decision to close our office and work from home like so many of you did. Who knew, at the time, that this would have continued for as long…
As I sit down to craft the latest reading list, I reflect on the change of pace we continue to see in the world with each passing day. Digital adoption has taken a quantum leap at both the personal and…
If I had told you in the Fall of 2016 – not even five years ago – that Elon Musk would be the richest man in the world, a global pandemic would virtually shut down the entire world, and a…
While the pandemic has taken away many of life’s enjoyable aspects, it has forced us to slow down, reflect and think about who we are, as individuals and as a society. This is a unique and defining moment and has…
In recent days, I have been seeing more and more families who are accumulating significant amounts of capital, selling businesses, experiencing family changes, and getting older. Many are beginning to think about whether a family office now makes sense for…
In his best-selling book Start with Why, author Simon Sinek studied the leaders and companies who've had the greatest influence in the world. He discovered that they all think, act, and communicate in the same way - and it's often…
The UHNW Institute is an ultra-high-net-worth and family office education initiative. It operates as a non-profit, independent ‘think tank’, publishing and curating exceptional thought leadership content relating to UHNW families, family offices, their advisors and the industry. The founders and…
Sometimes, when we sit down to compile our quarterly reading list, it can be a challenge to remember the significant political and economic events that occurred in the past three months. The second quarter of 2020 was most decidedly not…
