September 7, 2022As a family office company, we often hear questions about investing in private equity and its role in a family’s…
September 6, 2022The recent market volatility in the public markets has triggered an uneasiness with investors. Previously, we have discussed the importance…
June 7, 2022Summary Points Investment returns from 2010 to 2021 were historically very high, particularly in equities. The future is unlikely to…
May 5, 2022Fixed income had the most difficult quarter in more than forty years due to rising interest rates triggered by higher…
March 8, 2022Diversification today is not what it used to be. So often we meet with families, and during our work together,…
October 21, 2021For many years, traditional 60/40 portfolios worked well (i.e. 60% stocks, 40% bonds). The idea was to capture equity returns,…
September 20, 2021After a decade-long slumber, commodities have finally awoken. In the previous decade, in our opinion, commodities languished due to a…
July 13, 2021Whether inflation is short-term or here to stay, investors should consider incorporating natural resource equities and commodities to take advantage…
May 19, 2021Over the past 18 months, we have experienced the greatest health and economic crisis since the Second World War. Governments…
April 1, 2021A Brief Overview As a family office company, we are often mandated to create customized investment strategies for families and…
