Philip Mariani Associate Portfolio ManagerSagard Wealth Jordan MullinAssociate Relationship Manager Sagard Wealth There is a moment in every family’s journey where the conversation begins to shift. It moves away from building wealth and toward passing it on. This transition is not merely financial, but personal, emotional and unique to each family. For the next generation, […]
"We will never be free of trials and temptations as long as our earthly life lasts. For Job has said: 'Is not the life of human beings on earth a drudgery?' (Job 7:1).
“Health is God's great gift, and we must spend it entirely for Him. Our eyes should see only for God, our feet walk only for Him, our hands labor for Him alone; in short, our entire body should serve God while we still have the time.
In family offices and UHNW environments, time is not just a resource—it is an allocation of attention across capital, legacy, relationships, health, and decision-making. The challenge is rarely productivity in theory, but precision execution under constant interruption, complexity, and competing pri
Here’s a sentence that would have gotten you laughed out of a wealth management conference five years ago: family offices are adding crypto to their portfolios
Over the last several years, artificial intelligence has evolved from an experimental technology into a strategic imperative for family offices. Whether deploying AI internally to improve operational efficiency or evaluating investments in AI-driven businesses, family offices face a common challenge: balancing innovation with governance, risk management, and accountability.
Capital Ownership, Stewardship, and Ultimate Source of Wealth From a family office and UHNW perspective, the biblical doctrine of wealth fundamentally reframes ownership. Capital is not self-generated in an ultimate sense—it is entrusted.
Why “Revelation” Is a Governance Problem From a family office perspective, the book is not primarily about religion—it is about authority over truth, information systems, and decision-making under uncertainty. The book makes a core distinction: faith is not irrational belief, but assent to truth rec
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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