Family Office
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By Aoifinn Devitt, Managing Director – Global Wealth Most trusts are created to reflect a family’s circumstances at a specific point in time. Over the years, though, families change. Marriages, divorces, new children, relocations, and…
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Compardo, Wienstroer & Janes at Moneta A moment is just a moment until you string enough of them together and they become a memory. And when those memories meet not just a plan, but the…
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Quarterly Letter “I am an optimist. It does not seem too much use to be anything else.” – Winston Churchill Faced with oil at one hundred dollars per barrel, wars in the Middle East and…
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Private markets have had an unusual few years, and it’s worth taking a step back to talk through where things stand and how we’re thinking about the opportunity set ahead. The most important theme we’re…
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Cynthia Kirkpatrick, Senior Advisor, CPA, CFP® – Compardo, Wienstroer & Janes at Moneta As a financial advisor, I have worked with many widows over the years, and I have watched firsthand how overwhelming the transition…
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By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because different trusts accomplish different goals, UHNW families often have more than one. The key in building a true trust strategy lies in the mix. Assemble the wrong one,…
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A Guide for Multigenerational Families Compardo, Wienstroer & Janes at Moneta – Matt Herman, Senior Advisor, CPA You spend a lifetime building wealth, only to find that the harder challenge is preserving it across future…
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Quarterly Letter “I am all for Artificial Intelligence (AI). There is a shortage of the real thing.” – Charlie Munger There is a lot to question in today’s world, but one thing is clear –…
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By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for instilling compassion, empathy, and social responsibility. With intentional practices, parents and caregivers can cultivate a mindset of giving and service in their…
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By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreements with openness, kindness, and a long-term plan for success. Getting married is an exciting time in life for the newly engaged couple,…
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Compardo, Wienstroer & Janes – There is a particular kind of exhaustion that comes with inheriting significant wealth. It is not the exhaustion of working too hard. It is something quieter and, for many, more…
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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the primary university platform for course information and communication, suffered a data breach through its parent company, Instructure. The hacking…
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“The big money is not in the buying and the selling, but in the waiting.” – Charlie Munger Private markets have required patience recently. Higher interest rates and uncertain markets slowed activity, which meant fewer…
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Compardo, Wienstroer & Janes – For decades, families have focused on one core question: how do we teach the next generation about money? While financial education is important, experience shows that knowledge alone does not…
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Quarterly Letter “There was a reviewer who wrote that my pictures didn’t have a beginning or an end. He didn’t mean that as a compliment, but it was. It was a fine compliment.” – Jackson…
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By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlike any other asset. They often symbolize family legacy and continuity. A house by the ocean, near a lake or a…
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Quarterly Letter “When you arise in the morning, think about what a precious privilege it is to be alive, to breathe, to think, to enjoy, to love.” – Emperor Marcus Aurelius At the close of…
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Quarterly Letter “To swim a fast 100 meters, it’s better to swim with the tide than to work on your stroke.” – Warren Buffet After a rocky start to the year given concerns over tariffs,…
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Family learning is a critical component of successful generational wealth management. Family members who are prepared, informed, and credible tend to be contributing leaders to the family enterprise. Families with significant wealth that stand the…
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Quarterly Letter “Anyone who lives within their means suffers from a lack of imagination.” – Oscar Wilde As we prepare this investment update, Congress is putting the finishing touches on the Big, Beautiful…
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Quarterly Letter “The stock market is a great device for transferring money from the impatient to the patient.” – Warren Buffett As we write this commentary in early April 2025, President Trump has…
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By Anna McDonald, Director of Family Learning When most people think of private air travel, they often conjure images of celebrities’ lavish experiences. Whether it’s the opulent Gulf Stream with cashmere seats and custom modifications…
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Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yourself living there? You may have been strolling cobblestone streets past quaint shops and cafes, enjoying the culture of…
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Quarterly Letter The year 2024 had something for everyone – a beautiful Paris Olympics, Taylor Swift-mania, an unprecedented U.S. Presidential election, and, most importantly to our clients, strong stock market returns. The S&P 500 Index…