Financial and Investment Advisors to Families

In a financial world where clients have become mere account numbers, and the new emphasis rests on mass-marketing investment products and gathering “Assets Under Management,” we will continue to deliver the attentive personal service of a knowledgeable and dedicated family advisor.

We believe that we are better investors because of our heritage as advisers to families and the long-term perspective it requires, and we are better family advisers because we possess the deep understanding and experience of real-life, active investing.

Articles

PLANNING OUR LIFE AND BEYOND

July 12, 2018

When we at Sicart engage with clients in planning for the management, use and disposition of their fortunes, we first try to spend ample time on defining the kind of life they want to live, the goals they hope to achieve, and what legacy they wish to leave behind. Whatever the age of the clients, their views on these subjects are usually vague – probably because decisions about them do not seem urgent and are expected to come into proper focus as they age. Yet procrastination is not an option for any of us.
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SOLITUDE OF THE WEALTHY:

May 30, 2018

My partner Bogumil Baranowski has discussed some of the psychological problems associated with family patrimonies in his series “Blessings & Curses of Inherited Wealth – The Guide for Inheritors.” Over my years of helping multi-generational families to preserve and grow their wealth, I too have noted the challenge of maintaining “normal” relationships with friends or relatives who have less money.
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Beyond The Headlines

What to do when nothing works?

May 16, 2018

After my recent TEDx Talk, a student asked me: “How do you invest when nothing works?” It’s such a good question that it deserves a longer answer than I could give that student on that day.
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Buy the dip, don’t buy the dip?

April 6, 2018

Over the last few decades, we've been conditioned to buy each market dip, but is this a good strategy today?
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