June 17, 2024
For wealth managers, strategy is straightforward; tactics are hard. The framework of what you can do to establish a personal wealth management practice with more than […]
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March 29, 2024
In 2006, we coined the phrase “celebrity family office.” In the book Fame & Fortune: Maximizing Celebrity Wealth (2008), we further documented the unique world of […]
March 20, 2024
From a seemingly capable CFO suddenly squandering hard-earned revenue, to an invaluable caretaker unexpectedly providing tabloid fodder, high net worth individuals getting burned by formerly competent […]
February 22, 2024
As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models […]
January 29, 2024
Staying well-informed and continually enhancing one’s knowledge base is not just a choice but a requisite for success. With industry trends shifting rapidly, finance leaders and […]
January 15, 2024
Since the creation of the multifamily office, the financial and business managers of leading executives, entertainers, athletes and entrepreneurs have sought cutting-edge methods to best service […]
September 29, 2023
As a business owner, it’s essential to keep your tax liability as low as possible. However, with the complexities of the tax code, it can be […]
August 29, 2023
In 2020, the country was scrambling to find stability amidst the global Covid-19 pandemic. Today, inflation has reached levels the United States has not seen in […]
July 7, 2023
Effective cash flow and working capital management are critical for the financial health and sustainability of any business. As leaders, understanding how to optimize these areas […]
March 24, 2021
The Verdict Is In Families and Business Owners: Do you need an easier life? Listen to this podcast closely. If you have a family business or […]
August 24, 2020
Every business owner eventually has to step aside to make room for his or her successor. Handing over the reins is more than just a formality, […]
February 9, 2015
Hedge funds are famous for innovation, both in their investment strategies and in their approaches to mitigating enterprise risk. Today, there are many hedge fund managers […]