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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Risk Management Best Practices

Sam Won, Managing Director, GRMA will provide family offices with a better understanding of the key elements that constitute sound and institutional quality risk management.

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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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Family Office Success and Grit

family office success

Experts Cindy Puccio, Matthew Kelly and Dr. Stephen Rudin take a deep dive into grit as a characteristic and help us unlock its power in contributing to professional success and family office success.

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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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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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