With the dog days of summer upon us, you may be looking to indulge in some quality down time of summer reading at the beach or cottage. Here is a diverse mix of recent favourite reads from members of the Newport team. Strangers in Paradise: How Families Adapt to Wealth Across Generations by James Grubman Ph.D. For anyone new to wealth or grappling with complicated family relationships around wealth,
It is, as they say, a nice problem to have: You have been successful at making money. You/your advisors are competent at managing money. And now you want to give some of it away through a pro-active charitable giving strategy. But knowing how to give money away effectively feels daunting. Especially if you are relatively new to the sector or if the dollars you’re dealing with now are much larger than what you’ve given in the past. As one cl
Retail investors should understand the risks and opportunities of investing in alternatives. Once upon a time, alternative investments (e.g. private real estate, private debt, private equity, infrastructure, etc.) were the exclusive domain of pension funds, billionaires and sophisticated investors. After all, it takes size, scale and specialized expertise to access this unique breed of opportunities – something we’ve worked hard to successfully cultiv
Looking to indulge in some quality downtime with summer reading at the beach or cottage? Here is a list of recent favourite reads from the Newport team. There’s something for everyone – a diversified mix of history, politics, business, sports, comics and behavioural finance. Last Hope Island by Lynn Olson When the Nazi Blitzkrieg subjugated Europe in World War II, London became the safe haven
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