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Signature Scholars – Venture Capital: An Asset Class Matures
Letter from the CIO Given Signature’s culture of curiosity and the inquisitive clients we are fortunate to serve, I wanted to change things up a bit with this quarterly letter. First, I did not author it. That distinction belongs to Randy Castleman. Randy is a long-tenured venture capital investor and has been working with Signature... View Article
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Xandra Pendergrass, Family Office Exchange Conference Speaker
Xandra Pendergrass, Chief Operating Officer, was a featured speaker at the recently held 2017 FOX Financial Executives Forum hosted by the Family Office Exchange. The conference is designed to share and discuss the latest developments in technology, insurance, taxes, security, and family office processes. Having experience in large, multi-national financial organizations, Xandra brings her expertise... View Article
Philanthropy & Strategic Planning
At Signature, we consider the many opportunities people have for their wealth. Creating a comprehensive plan to accommodate the goals, needs and wishes of the family is the cornerstone of the work we do. When philanthropy is part of that plan, Signature works with client families to create a thoughtful robust strategy.
Signature Scholars – Venture Capital: An Asset Class Matures
Letter from the CIO Given Signature’s culture of curiosity and the inquisitive clients we are fortunate to serve, I wanted to change things up a bit with this quarterly letter. First, I did not author it. That distinction belongs to Randy Castleman. Randy is a long-tenured venture capital investor and has been working with Signature... View Article
Signature – on the road
The Signature team makes frequent appearances at wealth management conferences, investment forums, family office gatherings and industry events. Recently members of our team have appeared as speakers at the following events: 2017 Andrew Gorczyk, Portfolio Manager: What Family Offices are Looking for in Private Equity Now?, Partner Connect Conference, New York Xandra Pendergrass, Chief Operations... View Article
Anne Shumadine honored with College of William & Mary Award
William & Mary article Signature Family Wealth Advisors Chairman, Anne Shumadine, was honored with the prestigious T.C. and Elizabeth Clarke Medallion on Tuesday, March 28. Established in 1975, the award is the highest honor given by the Raymond A. Mason School of Business at the College of William & Mary. The Medallion is given to... View Article
David Jallits – CIO – Market Commentary – March 31, 2017
Letter from the CIO “Shall we play a game”? “Joshua” from the film War Games (1983) Often, as you have come to realize, the letters I write do not speak to current portfolio concerns directly but rather look down the road at distant issues we at Signature consider and debate. Issues that if not dealt... View Article
Andrew Gorczyk on “What Family Offices Are Looking For In PE Funds Now”
Andrew Gorczyk, Portfolio Manager, recently participated in a panel discussion on family office interests in private equity funds at the PartnerConnect East 2017 conference.
ANNE SHUMADINE NAMED BEST MULTI-FAMILY OFFICE EXECUTIVE
Link to Family Wealth Report Anne Shumadine, one of North America’s foremost leaders in wealth management, was chosen as ‘Best Multi-Family Office Executive’ at the 3rd Family Wealth Report Awards 2017 on March 2, 2017. The glittering awards dinner was held at the exclusive Mandarin Oriental, New York. One of 5 individuals to be shortlisted... View Article
Finalist in Premier Industry Awards
Signature Family Wealth Advisors has been named to the short list of finalists for the Family Wealth Report Awards and the Private Asset Management magazine awards for 2017. These awards showcase the best providers in the global wealth management and global private banking. They were designed to recognize companies, teams and individuals which have demonstrated... View Article
David Jallitts, CIO – Market Observations – December 31, 2016
Letter from the CIO “It is astonishing that so little knowledge can give us so much power.” Bertrand Russell (1872-1970) The amount of ink spilt on the upcoming policies of the Trump administration is truly astonishing given how little the media understands regarding their intent, construction or potential implementation and execution. In this letter, I... View Article