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Wealth can be a powerful tool in crafting a purposeful, fulfilling life. However, managing it effectively and living a balanced life can be challenging. Conduction wealth management for purpose is especially challenging. Here are five ways to live positively with…
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How Often Should Investors Review Their Portfolio?
How often should investors review their portfolio? And, when does it become too much or too little? Researchers have discovered that acting on a schedule with surprisingly long intervals is more sensible, even when transaction costs are low. In other…
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Customized Reporting for Investors
Customized reporting is important, but investors often rely on reports provided by the managers of their investment accounts, but this reliance can lead to a skewed perception of performance. Investment managers, driven by a natural inclination to showcase their success,…
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Consolidated Reporting Implementation: Financial Insights
Consolidated reporting implementation may seem straightforward, but its complexity often leads to challenges for investors when producing meaningful reports. This post aims to simplify the process, addressing the needs of stakeholders like principal investors, advisors, accountants, and tax compliance professionals.…
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Values Based Wealth Management
Managing and transferring wealth across generations is a formidable challenge. And often, the most important element is the perspective of the family members, rather than any specific investment strategy. So, at our family office, we understand this journey is about…
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Wealthy Inheritors: The Quest for Purpose Amidst Plenty
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…
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Passive Investing: Embracing the 80/20 Rule
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,”…
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Family Meetings for Wealth Management Success
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…
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Catalytic Capital: Impactful Investments for Change
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…
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What is Consolidated Reporting?
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…