I recently came across an insightful article on China by Louis-Vincent Gave. Based in Hong Kong, Louis is one of the strategic thinkers I follow closely. My clients are well aware of my long-term view on China and I found Louis’s perspectives particularly relevant to the broader narrative I have been sharing with them over…

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.  Thousands of years ago, before the use of horses, Native Americans utilized a hunting technique that preyed on animalistic instincts. This technique was called the buffalo…

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…

Pranayama, an ancient practice rooted in the Vedas and detailed in Patanjali’s Yoga Sutra, a foundational Hindu scripture from around 200 B.C., involves breathing exercises designed to clear physical and emotional blockages, freeing the breath and allowing the flow of prana, or life energy. Typically, Pranayama is practiced before meditation to prepare the mind and…

In a recent meeting with an institutional investor, I was asked an insightful question: What do you not have compared to the industry giants? It was a question that cut straight to the heart of what differentiates us, prompting me to reflect on the unique advantages that come with working with a smaller, independent team…