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June 10, 2021

When hiring for your family office you need to think family first and office second. Can this person take your husband to hospital appointments? Can they jump on a plane without notice to manage your international holdings? Can they watch your daughter’s recital if you are stuck at work or if you can’t make it in, can they take your seat at the table?

When hiring for your family office you need to think family first and office second. Can this person take your husband to hospital appointments? Can they jump on a plane without notice to manage your international holdings? Can they watch your daughter’s recital if you are stuck at work or if you can’t make it in, can they take your seat at the table?

January 18, 2021

Active ownership, or proxy and engagement, has experienced a growing role in investment practices in recent years. As the light continues to shine on the importance of responsible investing and the integration of environmental, social and governance (ESG) considerations, asset owners have a responsibility to better understand both the risk factors and potential return associated with the ownership of a company they invest in.

Active ownership, or proxy and engagement, has experienced a growing role in investment practices in recent years. As the light continues to shine on the importance of responsible investing and the integration of environmental, social and governance (ESG) considerations, asset owners have a responsibility to better understand the risk factors and potential return associated with the ownership of a company they invest in.

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