Playing the Long Game, Part 2

Playing the Long Game

In part 2 of Playing the Long Game, Matt Wesley focuses on the End Game and the different ways get there. Cook the goose and serve it? Care for the goose and enjoy the eggs? Or use the eggs to buy more geese?

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Playing the Long Game: In the Beginning

Playing the Long Game

Matt Wesley tells the story of “Bob and Mary Campbell”, a couple who worked hard for their wealth and want to pass it on to their children and grandchildren in a responsible way – one that doesn’t lead to ‘trust fund babies’ or dissension.

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Sustainable Spending Rates for Single Family Offices

Sustainable Spending

This article explores similarities and differences for the decisions regarding sustainable distribution rate from an investment portfolio and retirement income planning, in order to provide updated guidance to family offices about sustainable spending rates.

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SFOs & Private Trust Companies with Holly Isdale

In Part 7 of the FOA Podcast Audio Series, Angelo J. Robles is joined by Holly Isdale as they discuss SFO’s and private trust companies. You can either read the transcription or listen to the podcast and learn more.

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