Ready. Set. Go. Cuba…

Cuban Investment

In this white paper, authors Miles Spencer and John Caulfield explore Cuba’s history in order to understand the complexities of investment in the region today.

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Greg Rand: Housing Impact through Fintech and Single Family Rental Investment

    Greg Rand is the founder and CEO of OwnAmerica, the leading broker in the single family residential space.¬†OwnAmerica is a provider of acquisition, disposition and advisory services to institutional investors in the single family real estate market. Prior to founding OwnAmerica, Greg was managing partner at Better Homes and Gardens Rand Realty, a […]

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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 Managing Wealth: Top Trends

SFOs managing wealth

SFOs managing wealth for ultra high net worth families is a top trend for a reason. This white paper explores the trend.

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SFOs & Private Trust Companies with Holly Isdale

In Part 7 of the Family Office Association 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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