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Insights & News

Continuous education is key to making the best decisions possible. Our team consistently publishes topical content that can be beneficial for our families. These can be searched by author, topic and/or featured posts below.

Trusted Insights – Straight to Your Inbox

Featured Insights

Monochromatic stairway with no handrails
When Do We Tell The Kids How Much We Have?
crumpled papers in the shape of a human faces
Thank You, 2020: Lessons I May Not Have Learned Without You
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Prime Quadrant and Beekman's Wealth Advisory Merger
Prime Quadrant Announces Merger with Beekman Wealth Advisory
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US & Canada
Blog
Family embracing and looking out at a summer sunset
Your Family's Most Important Goals
Nancy Marshall
Family
Capital
Administration
US & Canada
Blog
Closeup of a typewriter with text that says 2021 on the placed paper
2021 – A Dickens Of A Year
Deborah Lee Chang
Capital
Covid-19
Canada
Blog
Investment Report
White Paper: Evaluating Your Family’s Investment Performance
Terry Vaughan
Capital
US & Canada
Blog
green circle with "Family Office Macrocosm" in the centre and 5 smaller blue circles around it that say "Family", "Administration", "Society", "Planning" and "Capital" distributed proportionally
Auditing Your Family Office Macrocosm™
Nancy Marshall
Capital
Family
Planning
Society
US & Canada
Blog
"ESG" in large block letters leaning against a wall with light from a window hitting them
ESG and Investing – No Longer a Choice
Terry Vaughan
Capital
Society
US & Canada
Blog
green circle with "Family Office Macrocosm" in the center and 5 smaller blue circles around it that say "Family", "Administration", "Society", "Planning" and "Capital" distributed proportionally
Best Practices in your Family Office Macrocosm™
Nancy Marshall
Capital
Society
Family
Planning
Administration
US & Canada
Blog
headshot of Howard Marks, Co-Chairman of Oaktree Capital and text that says "The Challenge of Finding Value in Today's World"
Lunches with Legends with Howard Marks: Timely Wisdom from a Legendary Investor and Accomplished Author
Zubair Ladak
Capital
US & Canada
Blog
headshot of Robert Smith, Founder and CEO of Vista Equity Partners and text that says "The Risks and Opportunities in Today's Digital World"
Lunches with Legends with Robert Smith: The Risks and Opportunities in Today's Digital World
Angela Smith
Capital
US & Canada
Blog
headshot of Mohamed El-Erian and text that say "How Do We Make Sense of This Economy?"
Lunches with Legends with Mohamed El-Erian: How Do We Make Sense Of This Economy?
Nancy Marshall
Capital
US & Canada
Blog
headshot of Leon Cooperman in a grey suit
Lunches with Legends with Leon Cooperman: Do Your Homework
JP Shallow
Capital
US & Canada
Blog
three-circle venn diagram with "Family" as the yellow circle, "Business" as the green circle and "Ownership" as the blue circle
Governance and the Family Enterprise
Nancy Marshall
Family
Administration
US & Canada
Blog
pixelated lock around a chain
Is Your Family Office Secure from the Cyberworld?
Angela Smith
Family
US & Canada
Blog
headshot of Paul Singer in a black suit and red tie
Lunches with Legends: Paul Singer
Zubair Ladak
Capital
Planning
Society
Family
US & Canada
Blog
Skyline of Shanghai, China
Why China Matters So Much To Your Portfolio
Wayne Edelist
Capital
US & Canada
Blog
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What to Make of SPACs?
Isaac Lemprière
Capital
US & Canada
Blog
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Our Investment Principles
Terry Vaughan
Capital
Canada
Blog
people's hands assembling a puzzle together on a wooden table
Family Dynamics – It’s More Important Than You Think
Angela Smith
Family
US & Canada
Blog
finger pointing to a set of standing dominos
Analyzing Real Estate Trends in a post-COVID World
Dennis Ly
Covid-19
Capital
US & Canada
Blog
Girl wearing a yellow jacket and red hat looking over a lake with mountains in the distance
Family Investing as a Hero’s Journey: What Would Rocky Do?
Terry Vaughan
Family
Capital
US & Canada
Blog
a wall with a hole the shape of a rocket
Have You Thought About Your Exit Strategy?
Zubair Ladak
Family
Capital
US & Canada
Blog
stacked coins sitting on top of a calculator with a small tree growing from each stack
Here to Stay: Why Private Equity Continues to Grow
Isaac Lemprière
Capital
US & Canada
Blog
two hands holding each other in front of a tree
Taking your Family to the Next Level
Angela Smith
Family
Society
US & Canada
Blog
stacked stones in front of a lake
Building Wealth with Mutual Trust
Wayne Edelist
Planning
Capital
US & Canada
Blog
closeup of a person taking out an American dollar out of a brown suede wallet
Funding Today, Fiscal Deficit Tomorrow
Dennis Ly
Planning
Capital
US & Canada
Blog
coins filled up inside a clear glass with a sprout growing out of the coins
Should Families Invest in Hedge Funds?
Terry Vaughan
Capital
Canada
Blog
hot air balloons floating in the sky
Inflation or Deflation – Why It Matters So Much
Wayne Edelist
Capital
US & Canada
Blog
family holding handing by an ocean shore looking a sunset in the distance
Family Cohesiveness: Learnings From The Pandemic
Angela Smith
Family
Covid-19
US & Canada
Blog
post-it note with a question mark in black marker
Why Aren't We Down More? What is Happening in the Market?!?
Mo Lidsky
Covid-19
US & Canada
Video
Woman analyzing the stock market on two computer screens
Why the Stock Market Hasn’t Even Gotten Cheap Yet
Joshua M Brown
Covid-19
US & Canada
Video
long exposure of a city skyline
What coronavirus means for the global economy
Ray Dalio
Covid-19
US & Canada
Podcast
person writing on a memo notepad
Howard Marks' Memos
Prime Quadrant
Covid-19
US & Canada
Blog
closeup of rippling water
How Liquid Should We Be?
Mo Lidsky
Capital
US & Canada
Blog
Closeup of a person's white shoes standing on a crossroad sign on pavement
How Do I Know I'm Making the "Best" Decisions?
Mo Lidsky
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US & Canada
Blog
Man using both hands to stop a group of falling dominos from hitting the rest
Three Crisis Strategies to Avoid
Movement Capital
Capital
US & Canada
Blog
Man drawing a pie chart on a piece of paper
Is Asset Allocation Failing Us?
Mo Lidsky
Capital
US & Canada
Video
closeup of hands making a frame gesture
Losing Perspective Because "This Time is Different"
Mo Lidsky
Society
US & Canada
Video
White concrete rocks resting ontop of eachother
Have We Hit Bottom?
Mo Lidsky
Society
US & Canada
Video
Silhouette of a family walking through an airport carrying their luggage
Incentives
Mo Lidsky
Capital
US & Canada
Blog
Silhouette of four people helpping each other climb a rocky mountain
Fighting Complacency
Mo Lidsky
Capital
US & Canada
Blog
Stack of balanced rocks on the coast of a beach
Introduction to Rebalancing
Mo Lidsky
Planning
US & Canada
Blog
Man standing at the peak of a mountain looking out at the view
Choosing Great Investments
Mo Lidsky
Capital
US & Canada
Blog
Magnifying glass sitting on top of a clipboard
Checklist Due Diligence
Mo Lidsky
Planning
Administration
US & Canada
Blog
Robot hand reaching out to hold a human hand against a blue background
Algorithms, Robo-Advisors and Investment Automation
Mo Lidsky
Capital
US & Canada
Blog
Person's face holding binoculars ripping through a yellow paper background
Monkey Predictions
Mo Lidsky
Capital
US & Canada
Blog
Electricians wearing blue jackets and white helmets crowded together in a server room
Deferred Maintenance
Mo Lidsky
Planning
US & Canada
Blog
Wooden basket holding brown and white eggs
Inadequate Diversification
Mo Lidsky
Capital
US & Canada
Blog
Two-story house surrounded by trees and green grass
Home Bias Investing
Prime Quadrant
Capital
US & Canada
Blog
Golden scales of justice with two men in suits arm wrestling in the background
Conflicts of Interest
Mo Lidsky
Planning
US & Canada
Blog
carpenter cartoon
Having a Carpenter Instead of a General Contractor
Mo Lidsky
Planning
Administration
US & Canada
Blog
Closeup of a person holding falling jenga blocks
Failing to plan, planning to fail
Mo Lidsky
Planning
US & Canada
Blog
A wooden cube with a negative and positive symbol
Reactionary Investing vs. Strategic Investing
Prime Quadrant
Planning
US & Canada
Blog
Landscape of a green hill with some trees and a sunset
My Barista's Inspiration for the Year Ahead
Mo Lidsky
Society
US & Canada
Blog
City road with pedestrians crossing the street and cars waiting behind them
The Brilliance of Avoiding Stupidity
Mo Lidsky
Family
US & Canada
Blog
Generational Wealth Transfer|Generational Wealth Transfer_Graph
The Five-Point Path to Generational Wealth Transfer - Part I
Prime Quadrant
Family
US & Canada
Blog
fat-free-2|investment facts|frarme dependence in investing|Frame Dependence
Investor Biases: Frame Dependence
Mo Lidsky
Family
US & Canada
Blog
Close up of four coins mid-air
Are You Clueless About The Financial Investment Fees You Pay?
Mo Lidsky
Planning
US & Canada
Blog
Low angle shot of tall glass buildings with a blue sky above
The Real Truth About Financial Fees
Mo Lidsky
Planning
US & Canada
Blog
Mother carrying her daughter on her shoulders in a field looking out to a sunrise
Succession Planning: Four Steps
Prime Quadrant
Family
Planning
US & Canada
Blog
Three men in suits running up a flight of stairs
CRM 2: Suitable, But Not Sufficient
Mo Lidsky
Administration
Canada
Blog

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