Financial and Investment Advisors to Families

In a financial world where clients have become mere account numbers, and the new emphasis rests on mass-marketing investment products and gathering “Assets Under Management,” we continue to deliver the attentive personal service of a knowledgeable and dedicated family advisor.

We believe that we are better investors because of our heritage as advisors to families and the long-term perspective it requires, and we are better family advisors because we possess the deep understanding and experience of real-life, active investing.


Making the Impossible Possible

August 17, 2023

Imagine you’re staying at a 5-star resort, and you want to put the chef’s promise that anything is possible to the test. What would you ask for? A rare, freshly picked mango in the middle of winter or a Maine lobster if you happen to be on a tropical island with scorching heat outside? I’ll let you ponder, but in investing, too, there are some impossible asks. However, I have good news: there is at least one way to make some of them possible! Let’s explore.
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Is Time Really Money?

July 20, 2023

I recently stepped out of Zurich Airport on a warm summer day, a stark contrast to my last winter visit. Banks and watches come to mind when many think of Switzerland, followed by chocolate. Let’s indulge in a bite of chocolate and converse about time and money. Zurich Airport is one of the few places filled with ads referencing both money and time. One ad even proclaimed that money is time. We are more accustomed to hearing “time is money.” Which is it, then? Both make money and time seem equal and exchangeable to a certain extent. But that’s not entirely accurate. Let’s delve into this.
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Beyond The Headlines

Three Times is the Charm

September 14, 2023

Only earlier this year, someone I know told me – “What are you worried about? Airlines don’t go bankrupt anymore?” My ears perk up when I hear a statement shared with so much conviction. I don’t recall ever holding shares of a company that went bankrupt. I held tickets of three bankrupt airlines in my life, though, and the third one was only this year soon after my colleague’s confident declaration. Why do businesses go bankrupt anyway, and how can we avoid owning them?
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How Does It Feel?

August 31, 2023

Warren Buffett and Charlie Munger were asked about emotions at the last Berkshire Hathaway Annual Meeting. You’d think it’s an unlikely question to ask two investing legends at the shareholder meeting, is it though?
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