Tag Archives: David Drake


Family Offices and Investor Groups Join Forces to Create Smarter Financial Opportunities

Family offices work with varied investors to achieve the best financial gains There are two types of family offices:  the Single family office that manages personal affairs as well as finances of one wealthy family; and the multi family office which helps investment firms engage in deeper and more lasting relationships. These two work side by side with several investor […]

Inside Scoop to Brugo’s Proposed Plan for the 520 Biscayne Property in Miami

  The Pi Art Tech and Trade Center,  led by Jorge Brugo, is a Florida based corporation which submitted bid to develop  a prime property of the Miami Dade College (MDC)  on 520 Biscayne Boulevard.  He is also the president and founder of Axis Realty Trust, Spainvestment and co-founder of the LuxurInvest LLC. Brugo is a low profile developer catalyzing […]

3 Major Digital Disruptions by Fintech Innovations

In December 2015, a collaboration between KPMG and H2 ventures, Fintech Innovators published a list of 100 top fintech innovators. The unveiling of the leading innovators in the financial sector came at a time of digital disruption caused by innovations such as peer-to -peer lending and crowdfunding. Those featured on the top 100 list are the ones that are taking advantage […]

Global Trends in Family Offices #3: Investing in the Diversity of Asia

By David Drake (Note: This article is the third  in a series on Global Trends in Family Offices Investments.) Asia has shown more robust economic growth than anywhere else in the world. According to IMF WEO Data, GDP grew to 6.3% in 2013 and is expected to grow to 6.5% in 2014, compared to 2.7% and 3.1% for Latin America/Caribbean, 1.6% […]

Nano tech CVMR Tennessee cuts Gold & Silver Mexico acquisition deal

  By David Drake My board adviser at LDJ Capital family office Kamran Khozan of CVMR® (USA) Inc. and Auxico Resources Canada Inc.  announced today that they have entered into a strategic alliance according to which CVMR® will manage and refine Zamora Silver and Gold assets in Mexico.  Zamora properties contain 16 historical mines including a vast area of untapped […]

Global Trends in Family Offices #1: Investing in the Eurozone

By David Drake  (Note: This article is the first in a series on Global Trends in Family Offices Investments.) The current economic move towards recovery is expected to continue at a modest pace over the coming months due to growing domestic demand, according to 3 leading European think tanks. Ifo of Germany and its French and Italian counterparts all made […]

Top 6 Real Estate Trends and Opportunities That Will Shape Your Business in 2016

One City Center at Downtown Allentown, an 18-hour city Photo credit: citycenterlehighvalley.com The US real estate industry is predicted to maintain its constant progress through 2016, energized by improved fundamentals, the resilience of investors and the market’s growing flexibility, according to Emerging Trends in Real Estate 2016, a report co-published by #PwC US and the Urban Land Institute #ULI.    Real estate has […]

Give Back, Pay Forward

By David Drake Growing need for professional philanthropic assistance Philanthropic assistance to wealthy families is fast becoming a top service provided by family offices today.  The explosion in the number of ultra-wealthy individuals in the world, with many arising from emerging economies, is greatly altering the family office landscape. Traditionally set up to provide wealth management services for affluent individuals […]

US Leads Crowdfunding for Equity with Passing of Final Law of JOBS Act

By a two-thirds vote, the Securities and Exchange Commission (SEC) finally came to the decision to pass equity crowdfunding, otherwise referred to as Title III of the Jumpstart Our Business Startups (JOBS) Act, into law at a public meeting held on Friday 30 October  2015, more than 80 years after the SEC Act of 1933. SEC Chair White and Commissioners […]

Breaking News: SEC Votes on Crowdfunding for Equity 30 Oct 2015

After three and a half years, the  SEC (Securities and Exchange Commission) is finally voting on Title III of the Jumpstart Our Business Startups Act  (JOBS Act).   I lobbied for the JOBS Act in 2011 and was there at the first ever SEC meeting held to discuss the equity crowdfunding law on 20 April 2012, two weeks after President […]