Why Global Diversification Is No Longer Optional: A Guide for the Modern Investor

Wealth is not just about returns on investment—it’s about access, flexibility, and the power to choose where and how you live. For the modern investor, mobility has become a form of currency, and global diversification is no longer optional.

Insights

Alex Ohnona

May 28

Venture Building: Bridging the Chasm Between Venture Capital and Private Equity

Venture Capital (VC) fuels early-stage disruptors, chasing unicorns and massive returns. On the other hand, Private Equity (PE) thrives on mature businesses, leveraging buyouts and optimization to enhance cash flow.

Insights

Amir Barsoum

Apr 24

How Experienced Commercial Real Estate Developers Are Navigating Market Dislocation and Uncertainty

Insights

LACG Resource

Apr 23

Why “The Meeting” Is Essential for Building a Lasting Legacy

By Joe Lumarda, Senior Vice President and Private Wealth Advisor, Capital Group When does your LEGACY begin? Some think it's the moment...

Insights

Joe Lumarda

Dec 20, 2024

Recent Events

Thu, Sep 11
Private Investor Presentation
Zoom
Details
Sep 11, 2025, 11:00 AM – 12:00 PM PDT
Zoom
This webinar is open exclusively to family members, family office executives, and investors.
Tue, Sep 09
Real Estate Investor Dinner
Bel Air, Los Angeles, CA, USA
Details
Sep 09, 2025, 6:00 PM – 9:00 PM
Bel Air, Los Angeles, CA, USA
This event is strictly for SFO family members and real estate investors/allocators.
Mon, Sep 08
Beverly Hills Family Office Symposium
Beverly Hills
Details
Sep 08, 2025, 3:00 PM – Sep 10, 2025, 2:00 PM
Beverly Hills, Beverly Hills, CA, USA
This event is strictly for Qualified SFO Family Office Members and Family Office Principals Only.
Thu, Aug 28
Private Investor Presentation
Zoom
Details
Aug 28, 2025, 11:00 AM – 12:00 PM PDT
Zoom
This webinar is open exclusively to family members, family office executives, and investors.