By Mariia Eroshin, CFA, CPA, CFP®, MBA, Managing Director of Family Office, Foundations & Endowments All your hard work is about to pay off. Three demanding years of law school, the late nights cramming for the State Bar and even the later nights relentlessly making sure every need of your clients are taken care of.…
Attorneys are well known for paying close attention to the “fine print” and reading “between the lines.” That discipline is honed over years of practice and serves them well in most instances. Still, it can be difficult for even the most skilled attorney to make sense of all the fees (transparent and hidden) that many…
By Constantine S. Hatzivassiliou, Managing Director If you are like many private foundation leaders, you are likely feeling frozen right now about how, and whether, to rebalance your investment portfolio. The equity portion of your portfolio is probably flying high after the outperformance of the equity market in 2023, particularly tech stocks like the “Magnificent 7,”…
Key Takeaways If your family’s wealth has grown to a size and complexity where full-time management is necessary, a family office may be just what you need. While single-family offices have long been reserved for only the wealthiest families, multi-family offices have grown in popularity for providing the same array of financial services for a…
By Certuity As a financial advisor, you have no doubt witnessed the sea change happening in wealth management. More and more advisors are making the switch from traditional banks and wirehouses to independent RIAs. They are doing so for a variety of reasons: to grow their book with entrepreneurial autonomy, to leverage sophisticated tech and…
By Certuity For business owners contemplating a sale in the next six to eighteen months, the time to start planning is now, especially considering the current economic environment. Valuations generally remain quite high, and with interest rates poised to start declining, the latter part of 2024 may be an opportune time. Preparing for an exit…
The world of professional sports has emerged as a dynamic and exclusive industry that garners worldwide attention. The professional sports market is diversified, attracts substantial capital, and may provide attractive investment opportunities, including potential access for high- and ultra-high-net-worth investors, family offices, and institutions. As investors continue to seek diversified investment opportunities that extend beyond…
August 2023 – Certuity recently welcomed Daniel J. Lee as Partner, Chief Revenue Officer and Wealth Advisor. Prior to joining Certuity, Mr. Lee spent a decade working in the banking sector, advising sophisticated high- and ultra-high-net-worth families. In his previous role, Mr. Lee successfully grew new client wealth management assets, but he felt something was…