Sep 9, 2021 | Family Wealth
Photo by WJ on Unsplash Execs are retiring, complexity is higher, who to hire? A near-perfect storm is brewing in the family office world – a human resources one. The family office industry is the in the midst of a sizable, double...
Feb 16, 2021 | Family Wealth
PDF Version here The financial technology space is one of the fastest growing and changing verticals of the software world. While there are many vendors focused on serving the financial advisory space, many are largely focused on the needs of Registered Investment...
Jan 14, 2021 | Family Wealth
Easily printable version here The conference calendar for families and family offices is already starting to fill up for 2021. A number of events are still being held virtually, but heading into the second half of 20211, a number look to be back in person. Below is a...
Dec 10, 2020 | Family Wealth
Families have a lot to learn from their publicly-held peers about investor relations Photo by Nathan Dumlao on Unsplash When speaking with a group of family business owners / operators recently, the conversation turned to the topic of communication. Offhandedly, I...
Oct 23, 2020 | Family Wealth
Photo by Clem Onojeghuo on Unsplash One of the first senior analysts I worked for when I began my career on Wall Street was quick to explain to me his theory that the background of the person running equity capital markets (ECM) within an investment bank would...
