Seth Morton

Seth Morton

Jan
24

Assessing Family Office Philanthropy

The journey to becoming a thoughtful and strategic philanthropist is a long one, but it is also an extremely rewarding
2 min read
Nov
22

Family Office Consolidated Reporting: The Value of Information vs. Data

Marc J. Sharpe & Seth Morton A Pre-Socratic Lesson in Consolidated Reporting for Family Offices The philosopher Zeno of Elea
7 min read
Jul
21

Family Office Direct Investing Survey

Marc J. Sharpe & Seth Morton In 2018, investors Mohnish Pabrai and Guy Spier spent $650,100 to have lunch
10 min read
Jun
27

A Disciplined Approach to Single Family Office Venture Capital Investing

Here is a familiar story for family office investment teams: an email arrives, perhaps from a principle looking to learn
6 min read
May
03

Family Office Risk Management

A small bit of housekeeping: Please check your spam folder to be sure my personal email marc@tfoatx.com is
1 min read
Apr
01

The Family Office Industry: Fact or Fiction?

While family offices come in many shapes and sizes, one universal experience is that everyone working in a family office
8 min read
Mar
17

Three Family Office Myths

So much of what people know about family offices come from things they've heard or read. Many of
2 min read
Feb
17

How To Talk With Family Offices

One of the most common questions we're asked is how to have better, more productive conversations with family
2 min read
Feb
15

Family Wealth in Three Generations: Fact or Fear Based Marketing?

Marc J. Sharpe & Seth Morton First generation families who are in the process of building a family office often
7 min read
Dec
29

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
9 min read