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…