Family Office

Important Questions Next Gen Heirs Need to Address for a Living Trust

Important Questions Next Gen Heirs Need to Address for a Living Trust: For many family businesses, the concept of business…

2 years ago

The Ultimate Plan B: A Secondary Residency or Passport is the New ‘Must Have’ for the Wealthy Elite

Gaining a second residency or passport is arguably the most effective way to safeguard your freedom, wealth and family’s future. …

2 years ago

1640 Society Hosts the Exclusive Speaker Dinner with Serena Williams at an Oceanfront Southampton Estate

One of the highlights of the 1640 Society Family Office conference was the intimate and exclusive speaker dinner  at a…

2 years ago

Impact Wealth Magazine and 1640 Society Host the Annual Night Before Cocktail Party in Sag Harbor

Kicking off the 1640 Society Family Office Family Wealth Forum, the “Night Before Cocktail Party” has become an annual tradition…

2 years ago

The 1640 Society Hosts an Intimate Dinner Party at the Iconic La Dune with Laurent Perrier

Following the exclusive 1640 Society Family Office Conference, select VIPs enjoyed an intimate oceanfront candlelit dinner party under the stars…

2 years ago

How Adrian and Senofer Mendoza Leaned Into Diversity For Astronomical Returns

When Adrian and Senofer Mendoza launched their Family Office in 2016, a giant question mark hung over the risk. In…

2 years ago

Impact Wealth x 1640 Society Host a Summer Luxury Escape in the Hamptons at Libbie Mugrabi’s Estate

Kicking off the annual and exclusive 1640 Society Family Office Wealth Forum also known as the “Davos of the Hamptons,”…

2 years ago

Family Titans Attend Elite Exclusive 1640 Society Family Office Wealth Forum in Palm Beach

Billionaires converged in Palm Beach at a private country club for a socially distanced 1640 Society Family Office Wealth Forum…

2 years ago

Steve Green: Leaving a Family Legacy of Values for the Next Generation

While there are many business leaders there are few that can leave a legacy beyond their lifetimes.  Steve Green seeks…

2 years ago

Federal Reserve’s Repeat of 1920−1931 Policy Mistakes Set Stage for Next U.S. Great Depression

Research of inflation and deflation, and the Federal Reserve’s (Fed) discount rate from 1914 to 2022 led to my discovery…

2 years ago