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Family Office

What Planning Should You Do Prior To Selling Your Company?

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
Congratulations! You’ve beaten the odds, built an enduring, valuable company, and are looking to sell it. If you’re like most business owners, you’re primarily focused on working with your investment banker and M&A attorney to get the best price and structuring the deal with favorable terms. But don’t overlook personal wealth management strategies that can … Newsletter Thank You

Family Office

What Defines a True Multi-Family Office?

…
Cutting Through Industry Noise to Understand What Truly Serves Your Family There is no shortage of firms today that describe themselves as a “family office.” In fact, the term has become so widely used that it has lost much of its meaning. Nearly every wealth management firm claims some version of it—often accompanied by familiar … Newsletter Thank You

Investment Management

The Seven Deadly Sins of the Wealth Management Industry

John Jennings, JD President and Chief Strategist of ArchBridge Family Office
Although the wealth management industry has evolved since Schwed’s book was published 81 years ago, the underlying issue remains: it is first and foremost a money-making machine for those who work in the industry. This doesn’t mean the wealth management sector is made up of bad people (I’m one of them!) but rather that their incentives aren’t usually aligned with acting in clients’ best interests. Like Upton Sinclair says, “It is difficult to get a man to understand something when his salary depends upon his not understanding it.”

Family Office

What Planning Should You Do Prior To Selling Your Company?

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
Congratulations! You’ve beaten the odds, built an enduring, valuable company, and are looking to sell it. If you’re like most business owners, you’re primarily focused on working with your investment banker and M&A attorney to get the best price and structuring the deal with favorable terms. But don’t overlook personal wealth management strategies that can … Newsletter Thank You

Family Office

What Defines a True Multi-Family Office?

…,
Cutting Through Industry Noise to Understand What Truly Serves Your Family There is no shortage of firms today that describe themselves as a “family office.” In fact, the term has become so widely used that it has lost much of its meaning. Nearly every wealth management firm claims some version of it—often accompanied by familiar … Newsletter Thank You

Investment Management

The Seven Deadly Sins of the Wealth Management Industry

John Jennings, JD, President and Chief Strategist of ArchBridge Family Office
Although the wealth management industry has evolved since Schwed’s book was published 81 years ago, the underlying issue remains: it is first and foremost a money-making machine for those who work in the industry. This doesn’t mean the wealth management sector is made up of bad people (I’m one of them!) but rather that their incentives aren’t usually aligned with acting in clients’ best interests. Like Upton Sinclair says, “It is difficult to get a man to understand something when his salary depends upon his not understanding it.”