Third View Perspectives Newsletter

Financial intelligence and trusted advice to help individuals and families of significant wealth make more informed decisions.

Apr 2, 2026

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12 min read

Managing risk after wealth creation

Plus what you need to know about venture capital and private markets.

Next Gen: Disruptive Companies - The Shopify Story

Mar 19, 2026

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11 min read

Next Gen: Disruptive Companies - The Shopify Story

Making personal finance and investing simple for next-generation wealth holders.

Feb 26, 2026

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9 min read

How we form the advice you receive

Plus the replay from our fireside chat and Q&A on healthcare in retirement.

Next Gen: Crypto - A Financial Advisor's Perspective

Feb 12, 2026

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10 min read

Next Gen: Crypto - A Financial Advisor's Perspective

Making personal finance and investing simple for next-generation wealth holders.

Jan 22, 2026

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8 min read

Brotherly Love: Jerry Sneed's Story

Plus Q4 market insights, podcast recommendations, and more.

Jan 8, 2026

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13 min read

Next Gen: How to Get Started Investing

Making personal finance and investing simple for next-generation wealth holders.

Pulling back the curtain on our investment approach

Dec 18, 2025

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11 min read

Pulling back the curtain on our investment approach

Plus an upcoming January live event + why you should be using a 529 plan.

Next Gen: The data behind trying to time the market

Dec 4, 2025

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9 min read

Next Gen: The data behind trying to time the market

Making personal finance and investing simple for next-generation wealth holders.

The role of wealth advisors is transforming

Nov 20, 2025

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11 min read

The role of wealth advisors is transforming

Plus, the story of Shopify and insights into trusts.

Next-Gen: The most powerful force in your life: compounding

Nov 6, 2025

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10 min read

Next-Gen: The most powerful force in your life: compounding

Making personal finance and investing simple for next-generation wealth holders.

10 lessons from 10 years in private wealth management

Oct 23, 2025

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13 min read

10 lessons from 10 years in private wealth management

Plus, are we in a bubble?

Next Gen: Smart money moves to start young

Oct 9, 2025

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12 min read

Next Gen: Smart money moves to start young

Making personal finance and investing simple for next-generation wealth holders.

Sep 25, 2025

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10 min read

Rethinking your family legacy

Plus when to talk to your kids about money, Frank on NYSE TV, & more...