Publications

Alternatives to Investing in the Stock Market

Alternatives to Investing in the Stock Market

During the course of almost 35 years of settling estates for a diverse group of clients, and seeing the results of their investments, I’ve seen first-hand the range of investment opportunities beyond publicly traded stocks. Investing in real estate, debt, tangible assets, starting your own business are a few alternative investment ideas.

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Securing Treasures: What HNW Owners, Advisors Should Do

Securing Treasures: What HNW Owners, Advisors Should Do

Families that use family office services expect family office professionals to help them mitigate risks, both investment and concentrated illiquid holdings, such as real estate and closely held businesses. Sometimes overlooked is how to mitigate the risk of the ownership of artwork, numismatics, jewelry, cars and other collectibles. Risk mitigation for these treasures begins with knowing what your client has, aggregating the individual items into collections and beginning the management of the items as a collection.

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