This book is designed to be helpful to anyone who wants to formalize their direct investments, improve their deal flow, or have a virtual or single family offic
Strategy for the Wealthy Family provides a clear framework for highly informed strategic management of the family, the family business, the family's financial a
Eight simple strategies for getting your retirement portfolio back in shape Is Social Security about to collapse? (No.) Is Wall Street totally corrupt? (Nope.)
Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in estab
Make business decisions with the same confidence and clarity as the world’s best sports coaches. When the pressure is on, great coaches remain laser-focused,