Tune Out the Noise

Tune Out the Noise: Wellington Management

While the sleepy-volatility regime of 2017 may have lulled some investors into believing financial markets only go up, the abrupt return of volatility in 2018 has been a wake-up call, reminding people that capital appreciation is never risk-free. In a choppy environment, we believe it is essential to tune out the noise and focus on a long-term asset allocation strategy. In this paper, we share our asset allocation framework for family office investors and identify where we are finding return opportunities.

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Protecting and Transitioning Your Wealth

Cummings & Lockwood LLC and Family Office Association present a comprehensive white paper for ensuring that your family office addresses the essential elements of planning – from life planning and administration to trust selection and asset protection.

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Sustainable Returns

In this white paper, the three founders of Glasswing Capital Management aim to break down the fundamentals of how solar Tax Equity investments work and provide a context of why there is a unique opportunity for certain individuals and family offices to participate today.

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Democratization of Art

In this white paper, expert Mary Elizabeth Klein, CPA/CFO of Littleton Park shares the most important things for a family office to understand about art collecting

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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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