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AI helps diligence — until it doesn’t
AI is a great tool—but it’s not foolproof. It can speed up diligence, but you still have to verify every source and assumption. I’ve already…
Smart family offices keep leverage low for a reason
There’s a reason most family offices keep leverage low. After living through 2008–2010, many learned how quickly over-leverage can turn a paper fortune into a…
Can’t hedge private stock? Here’s what family offices actually do
Roughly three-quarters of family offices are investing directly in private companies—and that creates a challenge: you can’t easily hedge private stock. The smart play?…
Co investing can 2–3x returns – but secondaries demand a reality check
Co-investing can be a powerful tool—if you know when to use it. We have seen investors double or even triple returns by leaning into…
Here’s why everyone is gobbling bonds right now
With the Fed likely to keep cutting rates, fixed-rate bonds are looking better by the day. In this clip, Harry Cendrowski explains why investors are…
2025 Year-End Tax Planning Opportunities Under the One Big Beautiful Bill Act
As 2025 comes to a close, recent tax law changes under the One Big Beautiful Bill Act (OBBBA) present meaningful opportunities for individuals and business…
If you’re resetting your 2025 credit playbook, you’re already late
If you’re just now reworking your credit strategy for 2025, you’re already behind. Markets move fast, and your playbook should move with them. Tariffs, trade…
How to Invest in REITs: A Strategic Guide for Building Long-Term Wealth
Real estate investing doesn’t always mean buying property. For high-net-worth individuals, family offices, and private enterprises, investing in a Real Estate Investment Trust (REIT) can…
Don’t invest in headlines—invest in what’s happening on the ground
Headlines don’t tell you the full story. While optimism around Europe is growing, the real picture depends on what’s happening within each country, sector, and…
Public debt just had about $207B issued—and it was oversubscribed
While the private credit market shows cracks, the public debt side is booming. In September alone, over $207 billion in public debt was issued —…