At Complex Interests we have spoken with hundreds upon hundreds of families and family advisors. Almost all of them enthusiastically agree with the statement “stewardship of complex family wealth is important.” Yet prior to meeting with Complex Interests, very few families have naturally incorporated the discipline of stewardship into their wealth management routine. Why? Stewardship of complex family wealth is … Read More
Tracking Direct Investments
Ever increasing in popularity as an asset category and a common characteristic among families with complex wealth is direct investments in operating businesses and real estate ventures. While this investment class affords families the opportunity to achieve risk and return profiles differentiated from traditional investments, it also creates an administrative burden that one would not encounter with a traditional stock … Read More