solutions that work

Say the words family office or family office services, and for many in the industry, images of bill payment, tax preparation, comprehensive reporting, and other detailed administrative financial tasks come to mind. While these services are still an integral part of what a family office does for its clients, the modern family office is evolving

As we return to work in the new year, we are greeted with the news that serial aggregator Hightower has completed its largest acquisition to date. The private equity backed firm purchased the UHNW-focused, $8B Bel Air Investment Advisors from Fiera Capital. Hightower has been on an M&A roll, having completed some 14 acquisitions since

With the rollout of the first COVID-19 vaccine, many people are finally feeling more optimistic. While widespread distribution of the vaccine will take some time, the initial rollout is an important first step in stemming the pandemic. Health BenefitsAccording to a recent paper by Charlene M.C. Rodrigues and Stanley A. Plotkin titled Impact of Vaccines; Health,

As we finally near the end of 2020 and look forward to 2021, a vocabulary check gives clarity to what is on everyone’s minds. Several dictionaries have announced their words of the year, and there are few surprises. Both Dictionary.com and Merriam-Webster’s word of the year (WOTY) is pandemic, “based upon a statistical analysis of words that

Alfred Nobel, the inventor of dynamite, left most of his fortune to endow the Nobel Prizes. They are awarded each year on December 10th, the anniversary of Nobel’s death, in Stockholm, Sweden. Recipients are those deemed to have made the greatest impact on humankind in physics, chemistry, medicine, literature, economics and fellowship among nations. Like Nobel, many

Source: Diagrams by Arthur Lockwood published in 1966. “Graph from scientific magazine showing US annual energy consumption of various energy sources: wood, hydro-electricity, gas, oil and coal. Use of third dimension to differentiate and dramatize information.” From COVID-19 cases to the election and beyond, we’ve seen a lot of charts and graphs in the past year. And

It’s that time of the year again. In early November, Starbucks introduced its 2020 series of holiday cups, with the enticement of a “free” collectible cup when ordering a holiday drink. This year’s cup theme is “Carry the Merry.” Starbucks explained in a press release that “This year’s holiday design brings forward all the joyful

In honor of the 9th Giving Tuesday, we thought it might be interesting to share a little of the history behind the day. Giving Tuesday, started in 2012 as a reaction to the commercialism of Black Friday and Cyber Monday. It is the brainchild of Asha Curran, formerly of the 92nd Street YMCA in New York