Family Office Insights
Investing as a family, for the family.
People invest for many reasons. Some investors enjoy fast paced day trading, others are value investors with a buy and hold mindset. Investing for the family is different. It should be done with multiple generations in mind and mindful of the needs of different members of the family. For that reason, family office investing is a lot more complicated than putting together a retirement portfolio.
With multi-generational goals in mind, we enjoy exchanging ideas with other families, learn about what they discovered in their experiences and share ours.
Would you like to join the conversation?
Let us know about you and your family, and we’ll extend you an invitation to our next meeting, online for now, but hopefully in person soon!