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

Posted by & filed under White Papers/ Thought Pieces.


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

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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.

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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?

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