Family Wealth

Traditional Wall Street firms have mastered the art of hiding their fees. But as your net worth scales to $5M, $10M, and beyond, the standard Assets Under Management (AUM) model acts more like a wealth tax than a service fee. Discover exactly what you’re paying and why sophisticated investors are abandoning AUM in favor of transparent, flat-fee wealth management.

Most successful people spend decades focused on building wealth. Far fewer spend enough time thinking about how that wealth will change what their skillset will need to be for their family’s future prosperity. The truth is, assets are often the least important piece of a family’s long-term financial viability. Money matters, of course. But strong…
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For ultra-high-net-worth families, choosing a financial advisor is rarely just about investment performance. Families are often balancing complex priorities: preserving wealth across generations, minimizing taxes, coordinating estate plans, supporting charitable goals, and ensuring financial decisions align with family values. Before selecting an advisor, affluent families tend to ask deeper questions to make sure they are…
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Drawing on a decade of hedge fund investing experience, Matt shares 10 critical market observations. From managing downside risk to navigating market psychology, learn the foundational lessons that shape how we manage wealth for high-net-worth families today.