Family Office
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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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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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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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Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments, political tension, and global uncertainty. Beneath the noise, U.S. growth remained exceptional. GDP expanded at…
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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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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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Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month as tariff talk ramped up and the threat of DeepSeek was high on everyone’s concerns.…
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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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Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
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MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
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Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…
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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…
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Deb Dubin – Chief Philanthropy Officer #GivingTuesday draws our attention to the power and promise of philanthropy. Held this year on December 3, 2024, Giving Tuesday is a global movement that “unleashes the power of radical…
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by Drennan Bailey, CPA, MBA, CFP® – Advisor Remember that first apartment in your 20s? Ramen noodles for dinner, furniture borrowed from friends, and a future filled with endless possibilities. Now, a decade or two…
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Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman year of high school, many begin preparing for college admissions time — joining clubs, playing competitive sports, and performing community…
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Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three things you cannot argue about. Our guess is there are some who may argue over…
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For many clients, drafting a Legacy Letter in their own words is a highly meaningful exercise that allows them to share their thoughts with succeeding generations. Authors may reflect on their family history and life…
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“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity – Private equity deal activity surged in 2024, marking the…
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While some may think of Washington, D.C. as a divisive place, there is plenty there that unites us as Americans, from historical and cultural sites to memorials and museums like the Smithsonian National Museum of…