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In The News
Family Office Networks Publishes Spring Issue of Its Luxury Lifestyle Magazine Palm Beach, FL – (April 20, 2021) – The Spring Issue of Family Office Networks’ luxury lifestyle magazine debuted this week as the 7th quarterly edition featuring articles such as Cocktail Rings That Inspire Your Favorite Version of Yourself, Family Office Profiles, Luxury Trains,...
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Not All ETFs Are Created Equal By Gil Baumgarten, Segment Wealth Management, LLC ETFs have become one of the most popular vehicles for investors, but all ETFs are not created equal; not all ETFs are low-cost, and not all ETFs are particularly liquid. That illiquidity can cause bid/ask spreads that should be part of the cost...
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Insurance is a Racket! By Gil Baumgarten, Segment Wealth Management, LLC I know that’s a bit harsh, but the odds of most claims are low, and costs are generally high relative to that risk. I’m also a former life-licensed agent from decades ago, so I’m pretty familiar with the math.  Being in the investment business, most...
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Member Spotlight – Wakefield BioChar Founded in 2014 by the late Dr.Thomas R. Marrero and his twin sons, Tom and Tony, Wakefield BioChar is a pioneer in the circular economy via their specialized production of a clean, sustainable carbon called biochar. As a chemical engineering professor at the University of Missouri, Dr. Marrero devoted much of his career...
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Client Spotlight – The Latin American Art Fund Paul Hollingworth, a veteran British Investment Banker and financial analyst, is bristling with energy about a new US$50million Latin American Art fund. “I am combining my two passions, art and investment”. Hollingworth has assembled a blue-chip board of directors with a combined 75 years of asset and...
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Trevian Capital – Differentiators in a Crowded Market Since 2013, Trevian Capital has provided short-term, first-mortgage bridge loans secured by multifamily and commercial real estate nationwide.  Trevian has originated and serviced approximately $575,000,000 in high-yield, senior-secured bridge loans across 68 transactions in 19 states.  Trevian successfully held its first close of Trevian Capital Debt Fund,...
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Conventional Wisdom on Wall Street By Gil Baumgarten, Segment Wealth Management, LLC Wall Street’s success is often predicated upon the belief that they can predict the future through sheer intelligence and insight. Even if so, I contend that the mere pursuit of investing in the right place at the right time comes with enough disadvantages to...
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The Future Will Hold More Software, Not Less The emergence of widespread 5G and wider use of IoT, just like the smartphone revolution before it, will lead to an even more connected, digital global economy. To compete in the present and the future, businesses need to adopt a software-first mindset. They need to modernize and...
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Trevian Capital Trevian Capital, founded in 2013 by Michael Hoffenberg, is an established middle-market real estate finance company that provides short-term, first-mortgage bridge loans secured by multifamily and commercial real estate nationwide.  With a focus on the $1mm-$50mm middle-market segment, Trevian has originated and serviced approximately $550,000,000 in high-yield, senior-secured bridge loans across 67 transactions...
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Taxes: The Misunderstood Factor By Gil Baumgarten, Segment Wealth Management, LLC After 35 years of counseling investors, I find that certain investing factors are grossly misunderstood by many. Unfortunately, the most misunderstood is also the most important: Taxes. As the old saying goes, knowledge comes from experience, but wisdom comes from bad experience. Even experienced investors...
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