News & Insights
Why Your ‘Family Office’ Might Actually Be an Investment Office
In our latest MGD Private Pulse, Stephen Furness (Chief Investment Officer, MGD Private) examines how the term ‘family office’ has drifted to describe almost any coordinated effort to manage wealth and why this can cloud what families actually need.
The Fragile Family Enterprise—How UHNW Families Preserve Wealth, Cohesion, and Business Continuity
In our latest MGD Private Pulse, Brett Schmidt (Executive Chairman & Head of Family Office Advisory, MGD Private) reflects on the invisible risks that can undermine even the most successful families.
MGD Private Pulse: Microcaps—Opportunity Earned Through Governance
In this first edition of MGD Private Pulse, we set how governance, sizing, and risk discipline can turn one of public markets’ most inefficient corners into a deliberate contributor to enduring wealth.
Barron’s Top 150 Adviser Stephen Furness on Stewardship, Legacy, and Purpose
Stephen Furness, named one of Barron’s Top 150 Advisers, reflects on the defining moments of his career and how they inform the way he helps clients manage risk, opportunity, and long-term strategy.
Real Stories, Real Success: How MGD Helps Clients Navigate Life’s Financial Crossroads
From business owners making a great sale to pre-retirees facing unexpected challenges, discover how MGD’s expert guidance has helped clients turn financial complexity into opportunity. Read five real success stories that showcase strategic wealth management in action.