Insightful articles

The challenge Before using Family Office Access (FOA), the team was spending too much time building prospect lists and not enough time talking with advisors and families. There wasn’t a single, reliable place for up-to-date Family Office contacts, so hours went into list creation instead of conversations. “We...

Published in collaboration with Denny Chared, Founder of DC Finance & The Family Office Circle Summary: Family offices do not evaluate opportunities like institutions. They invest their own capital, prize discretion, and think in generations. Approaches that work with VCs or PE often miss the mark here. This...

Cognito Therapeutics is a clinical-stage neurotechnology company pioneering a non-invasive therapy to slow neurodegeneration and preserve cognitive function in patients with Alzheimer’s disease. The company’s approach, grounded in over 30 years of neuroscience research from MIT, Harvard, and Stanford, uses precise visual and auditory stimulation to engage the...

How are Family Offices reshaping wealth to create meaningful change? As $84 trillion transitions from baby boomers to millennials and Gen Z, Family Offices are at the forefront of merging financial success with purpose-driven initiatives. The rapidly expanding impact investing market, now exceeding $1.164 trillion globally, highlights how Family Offices are aligning profit with purpose, transforming wealth into a tool for systemic change.

Meticulous. Venerable. Influential. These are just a few of the words that those who know Ian Gragtmans and Min Suh say have characterized the founders of Steady Capital on their multi-decade commercial real estate (CRE) odyssey. With a comprehensive depth of knowledge in the North American industrial, multi-family,...

Understanding family office structures is crucial for high-net-worth families seeking effective wealth management solutions. A family office is a privately held company that handles investment and wealth management for one or a few ultra-high-net families that typically have over $100 million in investable assets. These offices exist to...