In an interesting discussion with some highly spirited investors, I found myself “defending” America (not Trump). Despite its flaws, the US is still the best house in a shaky neighborhood though even the best houses can spring a few leaks. The largest economy in the world continues to benefit from its free-market spirit, rule of…

Family offices often balance a mix of wealth preservation, growth, diversification and philanthropy, depending on their goals and risk tolerance. Over the coming years, priorities may shift with some focusing on growth while others prioritize preserving and diversifying their portfolios. Portfolios are typically diversified across asset classes, including stocks, bonds, real estate, private equity, digital…