Sharing our perspectives

How can global-institutional coverage benefit my family office? If you are asking that question, clearly you already maintain a family office and understand the benefits of doing so. You enjoy many of the same services as those provided by wealth managers and top-tier private banks, but with a family office, all those efforts are devoted to just one client: you.

How can I be a good “financial parent”? If compound interest is “the most powerful force in the universe,” as Albert Einstein described it, you will definitely want to teach your children to handle not only interest but all money matters responsibly. While theories abound about the how and when of “financial parenting,” here are guidelines we not only recommend but follow with our own children.

How can I turn a passion activity into philanthropy? Most high net worth families and individuals I know keep their philanthropic giving separate from their passion activities, such as art collecting, sailing and golf. But that need not be the case, as I learned about 10 years ago. In fact, my experience is a case study in how you can turn a passion activity into philanthropy.