There is a segment of the technology and venture capital communities that believe a lack of access to the venture capital asset class is a major disadvantage to the individual investor. The story tends to go something along the lines that venture capital has tremendous returns and the barriers to investment are limiting the wealth… Read more
This post is long overdue and was sitting mostly finished for several months. Life upheaval and burnout were impediments to delivering timely commentary on the UBS 2020 Global Family Office Report. We will cover the contents of the 2020 report, which I recommend reading if you are interested in family offices (“FOs”). All charts are… Read more
I sometimes write about investing from the perspective of a family office.
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