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Category:
Blog
Living with the Cost of Dementia: Michael Zeuner comments to the Financial Times
February 20, 2017
Many families know the emotional and physical distress caused by a loved one suffering from dementia. Often along with it,…
2016 RECAP
January 12, 2017
[column col="1/3"] WORST START EVER, TO BREXIT, TO NOV. 8th U.S. equity markets topped the charts. Sovereign bond yields…
Q4 2016 RECAP
January 12, 2017
[column col="1/3"] A STUNNING POLITICAL UPSET RESETS AGENDA U.S. equities lead way with multiple records. Sovereign debt prices…
Beyond Wealth Transition: Role Transition
December 13, 2016
In our experience working with wealthy families, it is not uncommon to find a situation in which there is division…
Family Governance Basics To Build A Wealth Enterprise
December 13, 2016
Families are emotionally connected within a complex system and, like any system, any subtle change can have an effect, either…
Financial Times Profiles Mel Lagomasino: Cuban Lessons for US Wealth Management
November 1, 2016
Always acting in the best interest of wealth management clients. That’s the resounding theme of a recent profile in the…
Q3 2016 RECAP
October 11, 2016
[column col="1/3"] POST-BREXIT TO OPEC Markets initial reaction to Brexit referendum: keep calm and carry on tested at…
Family Wealth Report: Wren Investment Office has Landed in London
September 30, 2016
“A new family office, Wren Investment Office, has set up shop in London, backed by WE Family Offices in the…
Financial Times Covers Launch of Wren
September 30, 2016
The Financial Times reported on the launch of Wren Investment Office as well as the state of the family office…
Campden FB: Wren Investment Office Launches in London
September 30, 2016
Campden FB reported Sept. 19 on the launch of Wren Investment Office. “The firm announced it was catering to individuals…
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