Years of cheap money meant that family offices tended to be more tactical, than strategic, in making portfolio decisions. They might have considered an allocation to that hedge fund or this venture deal, based on affinities and relationships. Keeping up with the latest trend by way of a pre-IPO investment, if even available, was essential. Our experience indicates that style is fast changing. More-and-more names are now disciplined and structured in their approaches, as cash-on-hand becomes a commodity in limited supply.
Years of cheap money meant that family offices tended to be more tactical, than strategic, in making portfolio decisions. They might have considered an allocation to that hedge fund or this venture deal, based on affinities and relationships. Keeping up with the latest trend by way of a pre-IPO investment, if even available, was essential. Our experience indicates that style is fast changing. More-and-more names are now disciplined and structured in their approaches, as cash-on-hand becomes a commodity in limited supply.



Featured Selection
Years of cheap money meant that family offices tended to be more tactical, than strategic, in making portfolio decisions. They might have considered an allocation to that hedge fund or this venture deal, based on affinities and relationships.
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The Psychology of Money
Timeless Lessons on Wealth, Greed, and Happiness
Morgan Housel
You can read The Psychology of Money in two ways. As an individual, the book offers insight on how others succeed with money based on their unique life experience. As a finance-sector practitioner, the material is a portal on how large institutions manage their portfolios, albeit indirectly. That statement may sound peculiar for a mass-market book selection, but we are often struck by the number of people who think that institutional investors are rational players, while individual players are not.
Starter Project
Years of cheap money meant that family offices tended to be more tactical, than strategic, in making portfolio decisions. They might have considered an allocation to that hedge fund or this venture deal, based on affinities and relationships.
Years of cheap money meant that family offices tended to be more tactical, than strategic, in making portfolio decisions. They might have considered an allocation to that hedge fund or this venture deal, based on affinities and relationships. Keeping up with the latest trend by way of a pre-IPO investment, if even available, was essential. Our experience indicates that style is fast changing. More-and-more names are now disciplined and structured in their approaches, as cash-on-hand becomes a commodity in limited supply.

near the canyon
Vision and Voice
Our distinctive style has evolved organically from both corporate and venture settings.
