A Simple Formula For Exceptional Success
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 a half billion dollars…
The Promise Of The Celebrity Family Office
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 celebrities and how it…
How Proactive, Comprehensive HR Operations Can Guard Against Financial And Reputational Threats
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 and loyal employees is…
18 Ways Accountants Can Elevate Their Processes And Client Services
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 and staff members' satisfaction…
18 Resources To Help Finance Professionals Keep Track Of What’s Trending
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 professionals must proactively seek…
How Multifamily Offices Can Safely Provide Healthcare Security Management Services
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 their clients’ unique needs.…
Maximizing Your Tax Savings: 15 Overlooked Deductions For Business Owners
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 challenging to know which…
15 Smart Ways Investors And Businesses Can Protect Their Wealth As Inflation Rises
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 decades. Many economists have…
20 Strategies To Improve Cash Flow And Working Capital Management For Leaders
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 can have a significant…
Business and Family Estate Management and Advisors: Jim Demyen and Evan Jehle
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 estate and you are…