A sudden sharp equity market selloff in July led to an immediate and robust recovery in August, marking fresh all-time equity market highs. The S&P 500 touched 7,798 mid-month and closed up 13.1% year-to-date. The tech-heavy NASDAQ 100 advanced 17.1% while emerging and developed non-US markets powered ahead 24.5% and 14.8%, respectively. The bond market …
Executive Summary Building wealth is only part of the equation. Preserving that wealth for future generations requires thoughtful tax planning, estate planning, and family governance. Without a coordinated strategy, taxes, poor planning, and family disputes can significantly reduce the assets passed to heirs. This guide explores key tax strategies that can help families transfer wealth …
Whitney George, CEO of Sprott Inc. and one of the most respected investors in the metals and mining sector, joins David Marcus to discuss value investing, precious metals, and the forces shaping global markets. Whitney reflects on his path from Royce & Associates, where he helped build a leading U.S. small-cap investment platform, to his …
In this episode of Partnering to Create Wealth, David Marcus speaks with legendary Silicon Valley venture capitalist Tim Draper — founder of Draper Fisher Jurvetson, Draper Associates, and Draper University. Over his career, Tim has backed some of the world’s most transformative companies, including Baidu, Tesla, Skype, SpaceX, Twitch, Hotmail, Robinhood, and Coinbase. Tim is …
In this episode of Partnering to Create Wealth, David Marcus speaks with Jacob Gonzalez, co-founder and Head of Debt Capital Markets at Cirrus Capital Partners. Jacob shares his journey from Cornell to investment banking, private equity, and now building Cirrus Capital alongside his partner, Ryan Ridgeway. Together, they’ve carved out a niche working hands-on with lower-middle-market businesses to …
In this episode of Partnering to Create Wealth, I’m joined by François de Visscher, co-founder and Executive Chairman of FODIS and one of the most respected advisors to family businesses and family offices worldwide. Over his 45-year career, François has helped families across industries and continents navigate capital, liquidity, and governance challenges while preserving wealth …