Family Office Association White Paper: The Power of Family Culture Jul21

Posted by & filed under White Papers/ Thought Pieces.

10610867_10152333587151906_5975321308737386255_n

In working with wealthy families over the past 20 years, first as an estate planning attorney and then as a family consultant, I have come to see that the same problem that plagues corporate transitions plagues wealth transitions in families. Failures of family culture decimate wealth

... Read more »

Win Your Next Meeting Before It Starts: Digital Reputation Management Tips for Hedge Fund Managers May26

Posted by & filed under Hedge Fund Assets, Hedge Fund Investors, Hedge Fund Marketing, Hedge Fund Performance.

Screen Shot 2015-05-22 at 11.30.37 AM

Certain meetings are more important than others – pitching a new investor, initiating a new funding relationship, or recruiting senior talent to your team. Before the meeting starts, someone will carefully review your online profile. Will they find what you want them to find?

... Read more »