2024

Earlier this month, we witnessed the destructive power of Hurricane Helene, which made landfall as a category 4 storm, and has become the deadliest mainland hurricane since Katrina in 2005. In the aftermath of Helene, residents must face the daunting…

As a firm with a focus in the private markets over 15+ years, we have been able to watch the landscape of private funds evolve. For decades, for investors fortunate enough to qualify, allocating to the private markets meant completing…

Last weekend I visited friends in New York City. The topic of residential real estate came up multiple times in our conversations. Few of my friends own apartments. Most rent and have lived in their apartments for over five years…

For many business owners, the decision to exit their business is the most significant financial event of their lives. Whether planning retirement, passing the company to a family member, or pursuing new ventures, a well-planned exit strategy is essential. A…

Much has been said over the last several years about the death of traditional retail. Failing malls, troubled national department stores, and increasing utilization of online shopping strengthened the narrative. However, following an initial post-COVID fall, the sector rebounded, suggesting…

My wife and I recently became grandparents. Our grandson is now 14 months old, and our granddaughter is 3 months old. Through phone calls from our daughters and visits, I have reflected on the stages of being a parent. Stage…

The principles of fiduciary law have been around since the Romans. Chinese, Japanese, and British law incorporated these ideas. Even Judaic, Christian and Islamic scriptures address these principles. Today, fiduciary rules are prevalent in many areas of American law including…

It was a sunny Thursday morning in 2014 and the bank I was working at had just opened. I was sipping a cup of coffee and ready to greet our first customers as they entered our lobby. In walks a…

I live in Decatur, Georgia, a small, usually sleepy little town of around 27,000 residents. For context, that’s about the size of Key West, Florida or Bar Harbor, Maine. According to local legend, in the 1830’s, Decatur residents voted down…

I have just returned from teaching the “Money & Responsibility” program we run at Clare College, which is part of Cambridge University. We had one of the largest classes of students since the program started in 2009.  Students came from…