Intra-Quarterly Update
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 … READ MORE
Tax Strategies for Generational Wealth: How Affluent Families Preserve Wealth Across Generations
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 … READ MORE
Value Investing, Gold, and the Future of Real Assets with Whitney George
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 … READ MORE
Betting on the Future with Tim Draper
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 … READ MORE
Finding the Right Lender: A Conversation with Cirrus Capital’s Jacob Gonzalez
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 … READ MORE
Inside the World of Family Office Direct Investing — with François de Visscher
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 … READ MORE
Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies
In this episode of Partnering to Create Wealth, I’m joined by Matt Regan, CEO of Wealthcare Capital Management — a leading outsourced platform providing RIAs with middle and back-office solutions. Wealthcare supports advisors so they can focus on client relationships and business growth rather than administrative work. The Changing Landscape for RIAs We discuss the … READ MORE
Building Tech Banking on the West Coast — with Will Bowmer, Lincoln International
Will Bowmer, Managing Director and Co-Head of Technology at Lincoln International, joins New York Private Finance MD David Marcus to share his path from corporate law to investment banking, including his time navigating the Lehman Brothers bankruptcy. Will discusses building Lincoln’s tech banking practice in San Francisco, the firm’s strength in valuing private companies and … READ MORE
Family Office Scale & Thoughtful Credit Strategy with Alex Penning of Cresset Capital
Alex Penning, Managing Director and Head of Banking and Lending at Cresset, joins the show to discuss how Cresset helps clients think strategically about credit. We talk about the firm’s rapid growth, its integrated approach to family office services, and how Alex’s team works with business owners and wealth creators to find the right lending … READ MORE
Independent Sponsors, Deal Networks & GridHawk with Christian Berger
David Marcus speaks with Christian Berger of McGuireWoods about his unique role as a business development leader in a top law firm, the rise of independent sponsors, the McGuireWoods Independent Sponsor Conference, and his utility infrastructure venture, GridHawk.