From Satellite to Core: How Alternative Investments Are Changing Wealth Management
For much of the past several decades, wealth management followed a familiar script: public equities for growth, fixed income for […]
From Boutique to Institutional: The 2025 Evolution of Family Office Operating Models
Executive Summary Family offices entered 2025 facing greater complexity—rising geopolitical tension, shifting tax and regulatory frameworks, market volatility, and slower
AI: It’s not like the dot-com bubble, but it’s still a bubble.
There has been a lot of talk lately about whether the AI boom is actually a bubble. Most of the
2026 Market Outlook: Strategic Portfolio Construction in a Complex Global Landscape
Executive Summary As markets enter 2026, investors face an environment defined not by crisis or acceleration, but by moderate growth,
Por qué podrías calificar para una Multi-Family Office
Durante años, se mantuvo la idea de que solo las familias con $100 millones o más podían acceder a los
Why Families in Miami and Puerto Rico Choose Family Offices Over Private Banks
Affluent families and individuals in South Florida (especially Miami) and Puerto Rico are increasingly shifting from traditional private banking to
Asset Tokenization: The Next Frontier in Investment Strategy
Asset tokenization—the process of converting real-world assets into blockchain-based digital tokens—is gaining growing attention as a potential shift in the
Establishing Bona Fide Puerto Rico Residency Under Act 60: The Presence Test
Puerto Rico’s Act 60 offers substantial tax incentives, including exemption from U.S. federal tax on Puerto Rico–sourced income. To qualify,
Semi-Liquid Funds: Current Status and Future Outlook
Semi-liquid funds are rapidly reshaping access to private markets by offering periodic liquidity alongside exposure to private credit, equity, and
The Diversification Illusion: How Indexing Turned Passive Investing into a Single Risk Bet
The S&P 500 and other large-cap benchmarks such as the Nasdaq-100 and Dow Jones Industrial Average have grown spectacularly over