According to the 2024 Global Family Office Survey, family offices are more dynamic than ever, embracing new strategies to manage and grow th...
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Where we break down smart investing strategies to help you build lasting wealth...

How Family Offices Are Setting the Pace for Future-Proof Investing
Watching how successful Family Offices operate can be incredibly beneficial for investors at any level. These organizations are leading the ...

Investing Insights from Family Offices
I had the opportunity to speak at a family office retreat in Los Angeles recently, focusing on the nuances of real estate investing in the c...

Multifamily’s Newest Challenge? Gen Z
Understanding Gen Z: A Demographic Coming of Age Gen Z is the first generation to grow up entirely in the digital age, with technology at th...

Lessons Learned: Reflections on Life and Success in the Midst of an Interesting Time in Real Estate
I want to share with you some valuable life lessons that I've gathered over the years. Recently, as I celebrated my 41st birthday, I took a ...

Family Offices are Cash Rich and Ready to Deploy Capital, Reveals Goldman Sachs Survey
According to a new report from Goldman Sachs, family offices are increasing their allocations in stocks and real estate, have plenty of cash...

Advantages & Disadvantages of Investing Alongside Institutional Investors
2020 was a tumultuous year for all investors, including institutional investors. But a new study reveals that 87% of institutional investors...

Patient Capital: The Winning Strategy of The Big U.S. Real Estate Players
While many investors and others are familiar with family offices, many of the same people aren’t sure about what the term “patient capital” ...

3 Reasons Why You Should Aim for Generational Wealth, Especially Now
Some people might assume that investments are just about an obsession of being “rich” and living a comfortable life of leisure and luxury. H...