AI Fraud Crisis in Banking: What High-Net-Worth Families Need to Know
OpenAI CEO Sam Altman recently warned that financial institutions may soon face a “significant, impending fraud crisis” driven by artificial […]
Why You Might Already Qualify for a Multi-Family Office
For years, the idea persisted that only families with $100 million or more could access the benefits of a family
Venture Capital 101: A Practical Guide for Family Offices
Over 40% of today’s Fortune 500 companies began as venture-backed startups, from Apple and Intel to biotechnology pioneers that transformed
Student Loan Forgiveness: From Biden to Trump
The pendulum of U.S. student loan policy has swung dramatically in just a few years. Under President Biden, the focus
Cultivating Financial Literacy in Children
Teaching children about money is just as important as saving money for them. In fact, implementing financial literacy for children
The Fiscal Oversight and Management Board Crisis
On Friday, August 1st, President Trump fired five of the seven members of the Fiscal Oversight and Management Board (FOMB)
Why wealthy families are choosing Puerto Rico: more than just a tax move
This article on Puerto Rico tax benefits was originally published by Citywire Americas Puerto Rico is emerging as the destination
How the Big Beautiful Bill expands QSBS tax benefits
This article on 2025 QSBS tax changes was originally published by Citywire Americas Alexandra Valentín of Tiempo Capital explores how
2025 Summary Mid-Year Outlook: Repositioning with Intention
Download entire outlook: Executive Summary This synoptic mid-year outlook summarizes key insights from recent reports published by leading global financial
One Big Beautiful Bill Act: What are the Key Changes for Wealthy Individuals and Businesses
The One Big Beautiful Bill Act (OBBBA), signed into law by President Donald Trump on July 4, 2025, represents the