Recently, I had a meeting with a long-time client who has supported my work for over 20 years. This particular client has seen his returns over the years, the result of my team’s hard work. That is why he is still with me after all this time. In our show business, long-term numbers speak louder…

March has not been a victory lap for some of the biggest names in the hedge fund world. Instead, it is been a humbling reminder that even the most sophisticated players can get whipsawed by the markets. The pain did not start this month, either, many firms were already limping from February losses, making Q1…

Uh-oh, the market is throwing another tantrum. Your favorite stocks are sliding, Bitcoin’s wobbling, and your portfolio might be looking a little too red. Hey, do not panic, this is not our first rodeo. Markets go up, markets go down but your strategy should always stay sharp. In this webinar, I will explore strategies for…

Drum roll, please! Recent developments signal a monumental shift in the US government’s approach to Bitcoin and digital assets. In case you have just returned from a vacation or a self-imposed digital detox, President Trump has signed an Executive Order establishing a Strategic Bitcoin Reserve (SBR) and a US Digital Asset Stockpile, a groundbreaking move…

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…