New York, NY – David Weisburd of the “How I Invest” podcast speaks with Michael Phipps about building New Republic Partners, designing portfolios around growth, income, and diversification, and why open architecture matters in multifamily offices. Michael discusses common portfolio mischaracterizations, the role of alternatives and co-investments, and how families can better align risk, liquidity, and long-term objectives.
Read MoreRethinking the family office: Is it always worth it?
Detroit, MI – The number of family offices has surged in the past decade, driven by the rise in global wealth and the complexity of the investment portfolios of ultra-high-net-worth (UHNW) families. But the family office structure isn’t right for every wealthy family, depending on their internal dynamics, needs and purpose.
Read MoreHow family offices can profit from investing in alts and not get burned
Detroit, MI – The surge in alternative investment offerings presents both opportunity and risk. Investing in these complex assets is best undertaken with specialists who have proven track records, bring deep expertise and provide careful execution.
Read MoreInvestment policy statements: What they are and why family offices need them
Detroit, MI – “The most important thing is the purpose of the assets,” said Ali Bayler, managing director of New Republic Partners, a Charlotte, North Carolina-based multifamily office. “Sometimes you need to remind people of that because there can be a lot of noise and excitement about other things. So you want to make sure you’re real clear about the long-term purpose and objectives.”
Read MoreNew Republic Partners Honored by Family Wealth Report Awards
CHARLOTTE, N.C. – New Republic Partners announced today that it has received a Highly Commended award in the Multi-Family Office (Up to and Including $2.5 Billion AUM/AUA) category at the 12th annual Family Wealth Report Awards. The firm was also a finalist in three other categories, including Alternative Asset Manager, Asset Management Firm Serving Family Offices and Private Banks, and Private Client Investment Platform. The Family Wealth Report Awards recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
Read MoreNew Republic Partners Named a Finalist in Four Family Wealth Report Awards Categories
CHARLOTE, N.C. – New Republic Partners has been named a finalist in four categories of the 2025 Family Wealth Report Awards. For more than a decade, the Family Wealth Report Awards has recognized best-in-class firms in the family wealth industry. The winners will be announced May 8, 2025, in New York City.
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