Category: Uncategorized

I recently asked my capable partner to pull together some data on our global clients, and the results tell an interesting story about age and wealth. Looking at the age distribution of my clients by total assets under advisory, a clear picture emerges. The bulk of wealth naturally concentrates in the 50 to 69 age…

Over the past one week or so, I have been meeting a number of Chinese investors and prospects from Australia, China, Hong Kong, and Singapore. These have been very engaging discussions, sometimes serious, sometimes filled with laughter and always meaningful. These introductions came through referrals from my close-knit and genuine network of clients and partners….

Everyone talks about saving money but few have a clear plan to make it happen. Whether you are just starting out or already on your wealth-building journey, the next five years can be a turning point for your financial future. In this exclusive webinar, my partner will share practical insights on how to choose the…

Risk assets (stocks) bucked the usual bearish seasonal trends in September, with technology and US small caps leading the way. The S&P 500 and Nasdaq 100 both outperformed, extending gains from their post-Liberation Day lows. Gold surged 10% to a record monthly close, oil lagged, and global equities including emerging markets delivered solid returns. Despite…

I had a lively debate with a couple of clients this morning, with everyone trying to figure out whether we are on the verge of an AI bubble or just warming up. The irony with big growth stories is that investors often worry about how the show ends before the curtain has even risen. Growth…

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…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. I have always reminded my children that it is perfectly alright if they choose not to be “active” on social media. It is a personal choice…

Transcendental Meditation (TM) is often described as a simple, natural, and effortless technique, yet its effects are profound. To help convey the essence of TM and make its principles more accessible, a variety of analogies are commonly used. These analogies draw on everyday experiences and familiar concepts, allowing us to better understand how TM works…

We have been accumulating gold through funds and ETFs during quiet times when nobody wanted it and the crowd was looking elsewhere. That patience has paid off, with our positions doing very well over the last two years or so. The rise in gold has added real upside to our range of models, including multi-strategy…

I recently came across an entertaining and insightful piece by Nicol Natale and Ashley Welch for Everyday Health about CEOs and celebrities who swear by meditation. Meditation, it turns out, is not just for monks on mountaintops. It is a powerful reminder that no matter how fast-paced our environment becomes, the ability to pause and…