As many wealthy inheritors will attest, the “freedom” that comes from material abundance can lead to a paralyzing myriad of choices. Rather than liberating, wealth can often make the journey towards finding a meaningful contribution – a vital part of a rewarding life – surprisingly complex. So to help demystify this journey, this post describes the ways that wealthy...
As the thrill of quick gains often grabs headlines, passive investing emerges as the silent giant, embodying the virtue of patience in a race paced by speculation. It's the strategy that champions the adage "slow and steady wins the race," turning a deaf ear to the siren calls of market timing and rapid trading. Surprisingly, passive investing often beats the...
Within wealth management, family meetings have emerged as a valuable tool for generational wealth transfer. Through our family office, we’ve seen a growing number of clients harness the power of family meetings to prepare their next generation for the responsibilities and opportunities that lie ahead. Here's how and why these gatherings are transforming the wealth management landscape. Before we begin, let’s...
Family office investors are taking an increasingly significant role advancing environmental, social, and governance (ESG) objectives through their investments. One key strategy gaining prominence in this space is the use of "catalytic capital." Catalytic capital is a dynamic financial tool that combines private capital, pooled investment funds, and charitable capital to drive positive social and environmental impact while achieving financial...
Consolidated reporting refers to the process of aggregating and presenting various investments in a unified and comprehensive way. The goal of consolidated reporting is to provide stakeholders with a clear and holistic view of an entire investment portfolio, regardless of where those assets are held or what type of investments they represent. Imagine you’re an investor with a diversified portfolio...
To improve impact, it's crucial that all charitable foundations continuously refine their approaches to increase their efficiency. Here, are six strategies to help your foundation amplify its impact:
One of the main problems with private equity (“PE”) is the lack of liquidity. To get around this, companies often use so-called NAV loans. With the downturn in the mergers and acquisitions market during 2023, many PE investors are finding themselves in a tight spot, contemplating an expensive solution: borrowing against their stakes using net-asset-value (NAV) financing. Before we begin,...
Private equity financing (“PE”) has always been about navigating the complexities of financial structures, seeking out lucrative deals, and balancing risks and rewards. But recently, PE firms are financing their deals and commitments in curious new ways. And with these shifts come new risks and opportunities for investors. Before we begin, let’s put your financial knowledge to the test. Try...
The global economic landscape is filled with idiosyncrasies. One of these is that low interest rates can lead investors to take higher risks. A popular misconception, largely influenced by such an environment, is the role of private equity (PE) in portfolio diversification. Let's delve into the nuances of this, especially for keen investors in private equity navigating today's trends. Before...
Family offices, often responsible for managing the wealth and investments of wealthy families, are increasingly incorporating impact investments into their portfolios. Recognizing the importance of not just financial returns, but also social and environmental impact. These investors are redefining the very essence of "returns on investment". The Global Impact Investing Network's (GIIN) five dimensions of impact investing offers a...
