Featured 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.
Our insights & research.
Thoughtful guidance, timely analysis to help you navigate the path ahead.
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Perspective & Analysis
Tactical Allocation Viewpoints – April 2026
We believe the economic backdrop supports optimistic earnings growth expectations and thus maintaining risk assets at strategic levels is prudent for long-term investors.
Perspective & Analysis
Five Pitfalls Standing Between Your Family Office and What Matters Most
A family office works best when it’s intentionally designed around the family’s true priorities. Without that clarity, it can add complexity and distract from what matters most.
Perspective & Analysis
Tactical Allocation Viewpoints – January 2026
We see no immediate catalyst to alter our slightly defensive but invested stance
Perspective & Analysis
Tactical Allocation Viewpoints — October 2025
In a challenging environment for investors, we take a slightly conservative stance.
Perspective & Analysis
Thinking Generationally: Navigating the Dynamics of Family Legacy
Scott Weaver, Chief Fiduciary Officer, and Jim Coutré, Managing Director of Wealth Planning, discuss the importance of generational thinking in wealth management and how to navigate the dynamics of family legacy.
Perspective & Analysis
Investing Beyond the Magnificent 7
Growth opportunities and implications of AI and robotics
Perspective & Analysis
Tactical Allocation Viewpoints — July 2025
In today's macroeconomic climate, the key question is whether future profit growth will sustain equity valuations.
Perspective & Analysis
Navigating Uncertain Times: Tariffs, Trade, and Market Signals
Context for current tariff policy.
Perspective & Analysis
Tactical Allocation Viewpoints – April 2025
We believe the base case scenario for 2025 is more modest and the risk of a downside scenario has increased.
Perspective & Analysis
Rethinking Perpetuity, Payout and Purpose in Philanthropy
One of the most crucial factors in determining questions of perpetuity and payout is mission or purpose. When purpose is considered, the appropriate payout becomes clearer.