October 2021 Market Update

This is a modified transcription from our October 2021 Market Update virtual event that was held on October 22, 2021.

How to Plan for the Intentional Use of Wealth

It is critical for families with legacy ambitions to have a well-conceived plan anchored by a strong vision of what they want to have happen. A strong vision incorporates the family’s values, its mission or purpose, its unique abilities, traditions and the principles that will guide future decisions.

Finding the Next Unicorn

Would you like a head start identifying the next technology Unicorn? Each year Global Silicon Valley attempts to do just that by publishing their Pioneer 250 list of companies.