FAMILY OFFICE Blog

True Wealth is the Opportunity to Think Long-Term

    Multigenerational family having a meal outdoors
    Navigating & Resolving Conflict in the Family Office
    In a "perfect" world, family offices are built on shared wealth, values, and a vision for the future. But anyone who has worked in a family ...
    Golden arch looking through and up towards skyscrapers
    Tail-Risk in Multifamily Real Estate: How CVaR & EVT Strengthen Downside Protection
    As CEO of Blue Lake Capital, I’ve experienced firsthand the delicate balance of multifamily real estate investments. While this asset class ...
    Abstract industrial art
    Liquidity Strategies for Family Offices in Multifamily Real Estate
    I have always been drawn to the steady nature of multifamily real estate, but early in my career, I learned how quickly a short-term setback...
    Two people reviewing graphs
    Optimizing Multifamily Portfolios with Factor-Based Analysis
    Multifamily real estate is an attractive investment for those seeking stability through rental income and long-term appreciation. But as any...
    multigenerational family office meeting
    How to Thoughtfully Transition Not Just Wealth, But Responsibility, to Next-Generation Family Members
    In family office circles, the conversation often centers around what to pass on. But in my experience, the more strategic question is how to...
    business meeting
    Preferred Philanthropic Vehicles for Impact Investing
    Over the years, I’ve worked closely with family offices and high-net-worth investors who are deeply committed to more than just growing weal...
    An abstract series of archways
    Dynamic Portfolio Strategies for Multifamily Economic Cycles
    One of the few constants in real estate is change. Economic cycles can shift rapidly, and a static investment approach often lags behind mar...
    Image depicting AI of trees looking like robot heads
    AI-Powered Predictive Risk Modeling for Multifamily Investments
    Over the years, I’ve seen real estate markets swing in unexpected ways. Relying solely on historical trends or traditional market indicators...
    multigenerational family
    Strategic Estate Planning for Intergenerational Wealth Transfers
    Over the years, I’ve had the privilege of working closely with many high-net-worth families through my own family office and in partnership ...