How Family Offices Should Approach Digital Assets
“Fear of Missing Out” (aka FOMO) is that anxious feeling of not being included in something with others, such as
TFOA Economic Update | January 2022
We hope you're enjoying our monthly updates. If you'd like to stay in touch on a more frequent basis, please
Impact Investing: What Family Offices Must Consider
John D. Rockefeller retired in 1897, at 56 years old, having accumulated more private wealth than anyone in the history
Holiday Letter 2021
Dear Friends, A small bit of housekeeping: Please check your spam folder to be sure my personal email marc@tfoatx.
TFOA Economic Update | December 2021
A small bit of housekeeping: Please check your spam folder to be sure my personal email marc@tfoatx.com is
Multi Family Office: Theory vs. Practice
We hope you enjoy our thoughts and reflections below... --Marc J. Sharpe By Marc J. Sharpe & Seth Morton What
TFOA Economic Update | November 2021
Since our founding in 2007, TFOA has led the global single family office community by delivering world-class educational content, unique
Lowering the Hurdles to a Successful Family Business Transfer
We invited PNC's Editorial National Practice Group to share some thoughts on family business transfers, with an emphasis on strategies,
“Transitory-ish” Inflation, the U.S. Economy, and You
We invited Jeffrey Korzenik, Chief Investment Strategist at Fifth Third Bank, to share some thoughts on post-pandemic economic recovery and
TFOA Economic Update | October 2021
This week we held our 7th Annual Single Family Office Symposium. I would like to extend a heartfelt “thank you”
