News and Updates

If your family office investment policy statement has not been updated for a decade, you are essentially making long-term financial decisions without a working guide. An IPS is designed to […]

Investing outside the United States can be surprisingly complicated, especially for people who are used to the simplicity and low fees of US index funds. In the US, investors can […]

It is increasingly common for families to purchase a new home before their existing one sells. When that happens, the key question becomes how to fund the new purchase: take […]

For contingency attorneys, income rarely arrives in steady intervals. It comes in waves — months or even years of investment in a case followed by a large payout when it […]

Buying a historic home can feel like owning a piece of history — but restoring it is often more of a passion project than a financial investment. The process can […]