Resource Search

Those who live in hurricane-prone regions know all too well that when August rolls around, along with end-of-season barbeques comes the possibility of inclement weather patterns. At this time each year, areas of the United States brace for potentially destructive storm systems. As we start the seventh year of a bull market, the calendar is signaling that the stock market may be nearing storm season. Based principally on continued global central bank easing and lower oil prices, we believe the bull will run for at least another year, if not longer.

Jeff Mortimer’s latest Investment Update discusses what branch of the road the market may take, how the market correction served to reset investors’ views on risk and return and how we’re managing the opportunities and/or risks.

Smart phones, tablets and wireless networks are risky tools for high net worth individuals who are often targets of identity theft and social media attacks. This paper highlights the unique threats to HNW individuals and outlines protective measures against such crimes.

When your business and reputation are on the line: Know your professional liability risk – For high net worth individuals who invest their time and resources for lifetime causes, losingbusiness and personal assets can be devastating. Read this paper to understand how to protect HNW individuals from frivolous lawsuits that can threaten their life’s work and savings.

Conventional advice may be harmful if you’ve accumulated significant wealth. Avoiding critical mistakes in asset allocation and family communication, as well as working with a trusted advisor in a collaborative environment are key best practices for ultra-high net worth individuals to pursue. This article provides some of the most common errors high-net-worth investors make when they apply conventional wisdom to their unconventional wealth.

Transferring more than material wealth has become increasingly important in today’s world. Ethical wills are a key tools that enable you to transmit your values to the next generation with peace of mind. These kinds of wills may include your personal beliefs and philosophy, and even important family history.

Individuals and families considering a business sale typically face a daunting intersection of planning issues. These may include deal structure decisions, legal and regulatory considerations, income tax minimization, capital- sufficiency analysis, wealth transfer and philanthropic goals. As a deal approaches the closing stage, an owner’s attention will be focused on getting the deal done—and rightly so. Yet, it is equally important that business owners not lose sight of the impact a company sale will have upon their personal wealth profile.

Challenging conventional thinking: Investors are typically taught that diversification of portfolio assets is the prudent approach to preserving and growing wealth. Yet the majority of the families we serve appreciate that this tenet doesn’t necessarily apply at the advisory level. In other words, diversifying across multiple advisors without integrating their strategies may result in unintended consequences. This article explains those consequences and how it can hinder your investment strategy.

Modern medicine has enabled far longer lifespans than ever before. While this is an overall positive development, it also means that many of us will spend years as a caregiver of parents and aging loved ones or as a recipient of that care. Whether your family is facing this situation in the short or long term, and whether you are in the role of caregiver or receiver, this resource guide is useful in identifying the resources and expertise to assist you and your family.

Impact investing has become a popular topic of discussion, not only with the mainstream media but also with mainstream investors. Yet while impact investing has entered the mainstream mindset, many investors with the enthusiasm and means to engage meaningfully in impact investing lack the informational resources to do so. For most investors today, impact investing still needs to be translated from a compelling concept into a sound strategy. This situation is especially true for family offices.