COLD = WARM

Having family homes in various climates is important to create a balance.
We have reviewed Sub-tropical climate homes only for so many decades, it’s only now in 2025, I decided to consider a colder climate home to allow for optional travel, corporate meetings, and retreats.

Love to know the feedback on how family who have done this lived and maybe sold their locations.
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DEFENSIVE TRAVEL – Part 2

Continue ….

DEFENSIVE TRAVEL – Part 1

Travel FrequencyBriefing Requirement
Infrequent international travelBefore each trip
Frequent travel to same regionAnnual refresher
Travel to high-risk areasBefore each trip, regardless of frequency
Change in destination or security situationUpdated briefing required

Continue to Part 2

DEFENSIVE TRAVEL

Defensive Travel
  • Defensive foreign travel briefings are essential for personnel security and risk mitigation during international trips
  • Briefing frequency varies based on organizational policies, legal requirements, and individual travel patterns
  • Inadequate briefing frequency can lead to personal safety risks and organizational security breaches
  • Maintaining awareness between formal briefings is crucial for traveler safety and organizational security
  • Engaging with continuous security updates and monitoring global travel advisories helps travelers stay informed

Defensive foreign travel briefings are required by organizations to ensure employee safety and protect classified information when traveling abroad. These briefings are typically mandatory before international trips, especially to high-risk areas or countries with different customs and laws. The frequency of briefings depends on the organization’s policy and the traveler’s destination, with some requiring annual updates or briefings before each trip.

More in next post – stay tuned

FAMILY OFFICE POSITIONS

INVESTMENT MANAGEMENT – Single Family Office

KEY RESPONSIBILITIES

  • Lead due diligence process for prospective and current RFO investments.
  • Create and update financial models, global macro and thematic research, as well as comparable analyses.
  • Produce dashboards, including monthly portfolio statements, detailing the RFO investments in People, PE, VC and Real Estate.
  • Prepare RFO portfolio reports, including a descriptive assessment of our investments.
  • Regularly read research, news and other sources of current events
  • Interact daily with the principals, colleagues, management teams and fund managers.
  • Some travel to visit fund managers; portfolio companies and prospects may be required.

QUALIFICATIONS/ EXPERIENCE

  • Three to five years of experience in investment banking, private equity, venture capital, or hedge funds, sovereign wealth and tax-exemptions.
  • Degree in finance, business, economics or related discipline.
  • Experience and accomplishments is more valuable

High proficiency with Excel, Word and PowerPoint as well as SEC filings.

Think outside the box mindset.

Ability to manage Private Wealth Preservation

Ability to work independently to quickly create detailed, high-quality investment summaries, including developing detailed financial models.

Proven analytical skills, business judgment and attention to detail.

Strong verbal and written communication skills.

Self-motivated working style, eagerness to learn and strong interpersonal skills.

Bring transparency on all things.

Respect our style of wealth management and be a game-changer to advance us further.
(FYI: we removed Pitchbook from requirements)


darren@reinventure-ltd.com is the email to send CV and CIS for our review.

> Post updated February 28, 2025

The next Trillionaire

  • Is there competition to be the world’s first Trillionaire? YES And we will see this happen in 2024.

  • * The world today has a large supply of millionaires and more than 2,700 billionaires, but the first trillionaire remains to emerge.
  • * As wealth becomes increasingly concentrated, the first trillionaire may be among today’s richest people, or could come out of nowhere based on a new, trillion-dollar idea.
  • * A trillion dollars is a mind-boggling amount of money, exceeding the gross domestic product of many nations.

New York CNN  September 2024 — 

Elon Musk’s sprawling empire — spanning everything from electric vehicles and social media to space rockets and miniature brain implants — may soon make him the world’s first trillionaire.

Musk’s business success has made him one of the most influential — and controversial — people in the world. The Tesla boss is already the richest person on the planet, with a fortune estimated at nearly $250 billion.

Now, Musk could become the world’s first trillionaire, a milestone that Informa Connect Academy says he’s on track to hit by 2027.

Informa notes that Musk’s net worth has been growing rapidly at an average rate of 110% per year, making him the “clear favorite” to hit the $1 trillion first.

Musk does face competition though. Read full CNN article

See Related News on WEALTH

See how a Family Office might help you

What types of assets are commonly held by billionaires?

While banks do play a large role in how billionaires keep some of their money, it is very rarely the main place they hold their immense funds.

Most billionaires keep their money working for them by investing it in lucrative assets that can offer big returns over time, thus growing their wealth even further.

The following assets are the most common for billionaires to invest in for wealth security and expansion:

Equities are the value of shares issued by a company. By investing in equities for publicly and privately traded companies, billionaires can help start-ups establish themselves and then receive a percentage of the profits as they grow over time.

Generally speaking, investors prefer blue-chip stocks and significant stakes in leading global companies that offer long-term value and stability.
Look into ETFs. https://www.investopedia.com/terms/e/etf.asp

The strategic acquisition of real estate, including commercial properties, luxury residential estates, and investment in real estate investment trusts (REITs), are some of the most popular ways for billionaires to secure and grow their wealth.

As an asset, real estate serves as both a hedge against inflation and a source of rental income because its value increases over time, and the demand is very consistent.

Investing in venture capital means investing in new private companies and startups. This is often done through direct funding or specialized funds.

Investing in venture capital carries a higher risk due to the unpredictability of its growth. Still, there is also a potentially higher return on these investments, making it a key driver of innovation and business expansion.

Hedge funds are offshore investment funds that hold liquid assets and utilize complex trading and risk management techniques in order to promote financial growth and insulate returns.

Hedge funds in billionaire portfolios can be used to achieve diverse investment strategies, including long-short equity positions, global macro strategies, and arbitrage opportunities.

Where do rich people keep their money when they have an appreciation for arts and culture or want to diversify their investments even further? Luxury assets and collectibles.

Due to their exclusive value, investments in art, antiques, luxury vehicles, and rare collectibles are effective wealth investment strategies for the ultra-wealthy.

These assets appreciate in value and serve as aesthetic and cultural symbols while also acting as alternative investments.

Investing in gold, silver, and other precious metals is a traditional store of value that the ultra-wealthy have always used to stabilize their economic status. Precious metal investment is especially useful in times of economic uncertainty or inflation.

See related articles in our News Posts

What are the benefits of philanthropy and charitable foundations for a billionaire? 

Many billionaires allocate portions of their wealth to philanthropic efforts through foundations and direct charity donations. This not only benefits society but also enhances their public image and can offer tax advantages. (see link for Bloomberg).

>> Want to learn more about diversification?

How do billionaires use innovative investments and startups? 

Investments in emerging technologies, renewable energy, biotechnology, and fintech startups can help billionaires grow their wealth and gain status in technological and scientific spheres.  

Many emerging forms of technology require huge investments, and billionaires can provide them in exchange for stock or board positions that further their financial and professional influence.  

Effective Altruism is a great source of ROOT SOLUTIONS TO ISSUES.
https://funds.effectivealtruism.org

DIVISION OF POOR VS WEALTHY

Presented by Redare Journals, is this exploration of societies seen in the world; a division of the growing Billionaires and the growing Poor; an obvious shrinking middle-class. The outspoken viewpoints are to determine solutions as what philanthropists should do to solve these issues. Send us comments on how you wish to get involved!

Look into Effective Altruism (link)


Forecast: Things are about to change in our Economy for the better starting April 2024!