From Ohio school computers to nationwide hospital operations and Donald Trump’s presidential campaign, cyberattacks are compromising vast areas of society. Family offices are no exception, with ultra-high-net-worth individuals being a top target for criminal groups around the world. “Even though ...

Keywords: ACT, wealth management, FOX, underserved, small business, housing Imagine a small business in an underserved community that wants to grow but can’t get a loan from a traditional bank. It’s the kind of company your family office would like to support—a builder of affordable homes, a groc...

Where do SMA's stand in Q1 and Q2 2024? There is a common perception in the investment world that active managers have an advantage over passive managers during times of increased volatility, since active managers can go on the defensive, whereas passive managers have strict mandates to mimic an ...

Today’s family office plays a far more complex role than merely overseeing financial stewardship. It has evolved into the family’s primary advisor, akin to the consigliere of old, expected to possess a holistic view of the family’s world. This encompasses navigating daily life, educating family memb...

As we look ahead to fall, here’s a glimpse of what summer was like: Summer is when the valuation team prepares for the busy times ahead. While our work never truly slows down, we take this opportunity to help ensure we’re well prepared during the busy times. Our summer was full of initiatives lik...

Our very own CEO, Peter Moustakerski, was recently featured in Scott J. Allen, Ph.D.'s podcast, Phronesis: Practical Wisdom for Leaders, episode 243: Seeing Around Corners. Peter and Scott discus Navigating Change and Building Community, Maximizing Family Capital for Impact, Managing Complexity a...

The Synergy of Strong Networks and Personal Development In Part 2 of our Love & Legacy series, we explore The Synergy of Strong Networks and Personal Development. This will be done by examining 3 specific facets of this synergy that we at Boutique Matchmaking encounter every day: via Leveragi...

Love & Legacy When managing multi-generational wealth, the intertwining of love and family legacy presents unique challenges and opportunities for parents curious about how they can guide or positively influence their children's marital choices. At Boutique Matchmaking, we help nav...

Enjoy a recap of the 2024 Family Office & Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting. DAY 1 | DAY 2 | DAY 3 Monday, July 15, 2024 | Day 1 Unlocking the Value of Time Capital John K. Coyle, Design Thinking Expert, Olympic Medalist, and Emmy Award Winner ...

By Peter Cunha, Director of Business Development Imagine having the power to be agile enough to dive deep into your endowment portfolio with just a few clicks. Diving deep within an endowment portfolio presents challenges requiring careful management and sophisticated tools. The complexity of ass...