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May 17, 2021

May is Mental Health Awareness month, as it has been each year since 1949. This year’s campaign by the National Alliance on Mental Illness (NAMI), themed “You Are Not Alone,” is especially poignant given the long months of isolation, not to mention grief and hardship for many, brought on by the pandemic.

May 15, 2021

As a family office, we commonly face the challenges and questions around dissolution services and divorce financial planning. One of our clients, Julie* was very concerned and anxious going through this difficult transition and asked us to tell her story. That is why we will share a few words on her experience and our recommended considerations.

May 13, 2021

Amid high levels of liquidity and a strong desire for new growth companies, special purpose acquisition companies (“SPAC”s) are flourishing in 2020, often with high-profile names attached to them. In recent months, SPACs have outpaced traditional IPOs in money raised. But what are SPACs, and are they here to stay?

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