Jason Kavanaugh

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Concorde “Level Up” Conference Registration Open

Concorde is pleased to announce that the conference agenda for the Concorde “Level Up” Conference for June 4-6 has been finalized.   Please register now in order to secure your hotel and receive the best pricing on airfare. The conference registration, presenters, hotel accommodations, travel arrangements, and access to the private event on Comerica Park

Concorde Investment Services CEO Discusses the Rise of Family Offices

A March 2017 article in The Wall Street Journal described the family office as an investment phenomenon. Indeed, the story referred to the co-investment practices of 15 of the United States’ wealthiest families ultimately growing into a network of 150 high-net-worth families. Family offices are what the article describes as “disruptive force” entities that are being “set