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We help families convert their financial assets into lifestyle, legacy, and philanthropy. Our wealth management process is a customized, collaborative approach inspired by family offices.

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

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Latest Insights

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A mature but still intact equity bull market

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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