Stress testing can be one of the most effective ways to confirm whether a particular approach, product or service is right for a client or prospective client. And when you can help them make smart decisions, you deliver something invaluable: peace of mind. At the 360° Family Office, we provide […]
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending […]
The presidential election is around 60 days from now and several clients have asked – is this an issue they should be concerned with? My first impulse is to remember – the markets are random and there is no way to forecast what they do. WIth that in mind…a few thoughts and […]
