1 result for tag: GRAT


The Upside of Today

"The Problem is We Keep Making the Same Mistakes" - Yogi Berra Amongst the doom, gloom, and sequestering during our current COVID-19 pandemic are vast opportunities. Our collective “Family Office” perspective for Ultra-High-Net-Worth families must consider how best to rearrange holdings and allocations given our disrupted world order. In startup terms, it is time to pivot. Profits are a function of risk. Value is derived from aligning affordable risk with a proper time horizon. Great business models fail if operated too long or for too short. Families ride with our economic tides whose wealth is never immune to the general forces of a ...