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.

Articles

Chopping Wood and Carrying Water

March 3, 2021

For six months last year, Megan and I lived in two cabins in the deep woods of the Appalachian Mountains. It was just us, curious deer, loud chipmunks, and an orchestra of birds with an occasional snake, lizard, or an oversized beetle. Many of our friends were worried about us, but we loved every minute of it. My regular routine entailed getting wood for the fireplace and bringing up 5-gallon water bottles uphill. Apparently, chopping wood and carrying water is also an old practice discussed in Zen Buddhist teachings.
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Slow Down

February 10, 2021

A few days ago, Megan and I were riding our little scooter on a charming windy dirt road. Our trusty two wheels and an engine get us places. On the way, we saw a road sign that said: “Slow down.” If I were to close my eyes over a year ago on the 2020 New Year’s Eve and open them today, I would have had many questions. Last year brought a lot of change; it turned our lives upside down (or right side up?). For Megan and me, though, it made us do exactly what the roadside called for: slow down! It taught us more about life, planning and gave me a refreshed perspective on how we should invest.
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Beyond The Headlines

Deep Dive: The Biggest Disruption -- The Remote Work Revolution

February 24, 2021

Megan and I are staying now in a quaint Caribbean fishing town a few hour flight away from our New York office. When it comes to time zones, I’m equidistant from the West Coast and London, which has been very convenient taking calls, and Zooms. In the morning, I’m more likely to see returning happy fishermen than running frantic commuters. I’m definitely outside of the traditional daily commuter radius. I’m working remotely, and our whole team is working remotely. All we need is reliable high-speed internet.  Maybe it would have been feasible years ago, but today, it’s not only feasible; it has become second nature and increasingly common practice. What happened?
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Not for profit

February 18, 2021

The last twelve months brought many new exciting IPOs; new companies got listed on the stock exchange and made their shares available to stock investors. Not all of them seem as promising as their prices would imply. They got me thinking of a conversation I had a few years ago when I met an enthusiastic entrepreneur. He started a venture, which provided a service that the local community enjoyed. The economics didn’t work, though. There was no profit. His solution to the problem was getting more investors. He openly admitted that profit is not the goal of this particular entity. Hearing that, I suggested he turns it into a non-profit and accepts donations. He laughed and said – “No, no, I want to grow it and sell it.” Interestingly enough, I believe that’s the mindset of too many entrepreneurs these days. Why earn a profit if you can grow it and sell it?
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