Bridging Generations: A Balanced Approach to Family Wealth with Traditional and Innovative Investments

September 2025

As trillions of dollars in wealth begin transferring from baby boomers to their children and grandchildren, a widening generational divide […]

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THERE IS A NEW SHERIFF IN TOWN

Our latest research trip to the UK and Switzerland was very opportune as the political landscape around the world is […]

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When Is the Right Time to Stop Managing Your Own Wealth and Engage a Professional Wealth Manager?

Managing your own wealth can be a rewarding and empowering experience. Many individuals start out by taking charge of their […]

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More Tortoise, Less Hare

When it comes to investing, the most valuable quality to cultivate is patience. As Warren Buffett famously said, “The stock […]

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Always Good, Sometimes Great, Never Terrible

We have recently returned from an investment research trip, where we attended over 60 meetings, spending quality time in Zug, […]

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Empowering Women in Wealth Management: The BMF Wealth Advantage

In the dynamic world of finance, where the global market’s complexity can seem daunting, BMF Wealth stands out as a […]

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Inheritances – Protecting and Nurturing an Inheritance/Windfall

Inheritances, often perceived as a beacon of financial relief or a stepping stone towards achieving substantial financial milestones, can indeed […]

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