
Investment Management
Manage your liquid assets
Our checklists ensure your liquid assets are in the right accounts, with the right structure, capitalization, sponsorship and risk control.
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Concentrated Portfolios
Long-term focus
Putting an emphasis on a specific company or industry will narrow the playing field while still generating capital gains.
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Private Investments
Valued capital assets
Our checklists ensure your liquid assets are in the right accounts, with the right structure, capitalization, sponsorship and risk control.
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Family Office Services
An experienced and nuanced approach
We bring organization and confidence to family wealth management through deep experience and a nuanced approach.
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Lessons From Warren Buffett’s Annual Letter
Betting on the American system
Mar 3, 2021 - John Osbon ( 5 mins to read)
Warren Buffett published his annual Berkshire Hathaway letter this past weekend and as usual, it was full of insights on investment strategy, company culture and robust optimism about the future. Since his very first partnership 1956, his main focus has been on providing compounded returns over time above the S&P 500 for individual investors. What can we learn from Buffett’s insights? What D...
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This Article Is A Store Of Value
NFTs are rapidly gaining in popularity
Feb 24, 2021 - Max Osbon ( 7 mins to read)
If it feels like the world is moving exceptionally fast today, you’re not alone in that feeling. NFTs are the start of a major financial revolution. Over this past weekend, NFTs (Non-Fungible-Tokens), accelerated into the mainstream as well over $100m in NFTs changed hands in just a few days. Since NFTs use a public blockchain, all of the transactions, history, volume and number of participants...
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