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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Online Reputation, Families Beware: Anti-Social Media

online reputation

Leading expert, Amber Melville-Brown of Withers Bergman shares her insights in online reputation management for families of great wealth – from social media guidelines to damage control solutions.

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A Dynamic Approach to Investing

A Dynamic Approach to Investing

Kenneth Frier and Gretchen Tai explore a dynamic approach to investing with portfolio asset allocation framework for CIOs

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Playing the Long Game, Part 2

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

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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Family Office Succession Success

Family Office Succession

Kirby Rosplock and Barbara Hauser discuss how to create a succession plan – the pitfalls to avoid and the secret to success.

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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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