Family office

Can Money Provide Happiness?

Can Money Provide Happiness?

While the phrase “money doesn’t make you happy” is a generally accepted and popular adage, research shows that how you spend it just might. In a 2011 article in the Journal of Consumer Psychology, researchers Elizabeth Dunn, Daniel Gilbert and Timothy Wilson argued...

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Bentley Bentayga V8

Bentley Bentayga V8

EVER SINCE BENTLEY JOINED THE SUV FRAY BACK IN 2016, IT HAS created one of the best sports utility vehicles around and certainly one of the most popular. A combined package of luxury and performance with the chops to perform well on road and off, I’ve always enjoyed...

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Dis-Covering your Enterprising Family

Dis-Covering your Enterprising Family

Business families, or “families in business”, as they’re often called, come in all shapes and sizes.  Advisors who work with them, like me, sometimes have trouble agreeing on the labels that we should be using to identify this segment of society. Recently, a term...

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Why Exceptionalism Matters?

Why Exceptionalism Matters?

Despite our turbulent, ever-changing world, which has turned upside down since the global pandemic started earlier in 2020, I remain optimistic and pragmatic. I have been reflecting a bit lately...  “Full Sail Ahead” was the theme of one of the eight annual Forbes...

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Family Office 101

The number of billionaires and ultra high net worth families around the globe continues to grow year after year. This development has affected demand for wealth management services, and more and more families are now turning to family offices to manage their wealth.

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Corporate Social Responsibility and the Family Business

Corporate Social Responsibility and the Family Business

As part of a family business, it is often easy to become isolated from the rest of the world, especially if your company does not directly interact with customers. It is all too easy to lose yourself in the day-to-day job until you find yourself doing the same thing...