Featured Turning Complexity into Coordinated Action at Year-End
Effective year-end planning requires families to consider both the technical details and the broader priorities those decisions are meant to support.
Our insights & research.
Thoughtful guidance, timely analysis to help you navigate the path ahead.
Featured All Insights
Market Commentary
AI and Macro Risks Remain the Story
Quarterly Market Insights: Strong earnings growth, resilient consumers, and elevated investment in AI still support equity markets. But higher interest rates, geopolitical uncertainty, and narrowing market leadership create a challenging backdrop.
Perspective & Analysis
The Case for Flexibility in Trust Design
An incentive trust is a tempting way to embed family values for the future, but guidance, judgment, and flexibility may be more effective tools.
Preferred Life
From Prevention to Promotion: Raising Capable Adults Amid Wealth
Parents naturally move between two mindsets: preventing negative outcomes and promoting healthy development. The goal is not to eliminate prevention, but to notice when fear has become the organizing principle.
Preferred Life
Evolving Your Family’s Legacy and Impact Through Philanthropy
Thoughtful and inclusive intergenerational giving can help families honor where they have been while creating room for the rising generation to shape the family’s values and philanthropic purpose.
Market Commentary
AI Still Driving While Macro Risks Ride Along
In our view, the most important question for investors remains whether today's extraordinary capital expenditures on AI ultimately translate into meaningful productivity improvements.
Market Commentary
AI Concentration Meets Its First Real Stress Test
AI remains a major focus for investors, but July’s volatility offered a timely reminder that durable themes still require disciplined positioning.
Preferred Life
Family Meetings: From Conversation to Culture
Family meetings are simply a structured way to create something most families say they want, but rarely make time for: thoughtful, honest conversation.
Perspective & Analysis
The Long Game: Structural Change and the Case for Patient Active Management
The opportunity set for active public equity managers appears to be improving – but we believe investors will need to be steadfast in order to reap the returns.
Market Commentary
The AI Flywheel Faces Its Next Test
Quarterly Market Insights: AI investment continues to power the economy and markets, but we believe the next stage depends on whether spending translates into measurable productivity gains.
Preferred Life
From Purpose to Practice: Seven Principles for Meaningful Family Philanthropy
Philanthropy can be much more than a tax strategy. Done well, it’s a conversation that can strengthen family ties through shared purpose.