Four Pillars, part 1

“The aim of retirement saving and investing is not to get rich, but rather to minimize the risk of dying poor.” Saving and investing for retirement is one of the most important things that we do. And there are no second chances. Yet surprisingly few—even in the finance industry!—take the time to understand the basics. […]

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Financial advisor yellow flags

The UHNW wealth management space is dominated by the large wealth managers and “private” banks (UBS, Credit Suisse, Morgan Stanley, Citi Private Bank, etc.). They offer white glove service and exclusive access for their “best” clients (read: most profitable for them). They’ll extract every dollar they can from you – you probably won’t notice, though,

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Family offices: practice ≠ theory

Family investment offices have several theoretical advantages but the execution matters. I’ve met more than 75 family investment offices over the years. There are family investment efforts that can compete with the best of them. But there are many with below average or even worse results. When you’ve met one family office, you’ve met one family office.

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