• Going Green with Sustainable Intelligence’s Alan Ball

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    alan-ball Alan Ball, tackled the subject of how businesses can go green. As the co-founder and partner of Sustainable Intelligence LLC, Alan, has been guiding local companies through all the aspects of this type of facilities support services. Since its establishment in 2009, Sustainable Intelligence LLC had been streamlining the processes of:

    • Energy Audits and Retrofits
    • Staffing Metrics
    • Sustainable Facilitie
    • Facilities Solutions
    • Portfolio and Construction Management
    • Facilities and Green Procurement Management

    Alan’s experience includes a holding chair with Sustainability Alliance of Southern California (since 2008). He also holds a chair with California Center for Sustainable Energy, CCSE. Both organizations have been striving to decrease the overall carbon footprint made in Southern California. He is a retired Qualcomm Sr. Director of Business Services and had business management responsibility for sustainability, facilities, environmental health and safety, food services and energy. With increasing demand by consumers to conduct business with those that are environmentally conscious, Alan Ball helps businesses be competitive.

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  • Advanced Practice Advisors

    Richard and Joe are joined in studio by Paul Spitzer, founding partener of Advanced Practice Advisors. LISTEN TO PODCAST Listen to a podcast of Paul Spitzer’s interview!
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  • “The Chickens Have Come Home to Roost” – By William S. Lerach

    COMMENT BY RICH MUSCIO: “Bill Lerach, ‘king’ of the class action lawsuit, wrote this article in 2002, which not only serves as a fascinating historical perspective, it also portends the financial events of 2008-present.” Text of Article: The Chickens Have Come Home to Roost How Wall Street, the Big Accounting Firms and Corporate Interests Chloroformed Congress and ...
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  • Mapping the Family Office Advisor Ecosystem

    Every family enterprise is supported by a network of friends and financial advisors who influence the family’s financial decisions. The goals of the family should determine the advisors who are active in the ecosystem.
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  • What is Family Governace?

    FAMILY GOVERNANCE is how High-Net Worth Families (“HNWF”) and Family Offices (“FO”) converse, communicate and decide, and take collective responsibility and accountability for financial decisions regarding a Family’s wealth. What Family Governance looks like depends on what stage/generation of wealth accumulation/maintenance/transfer a Family is at. The roles of financial advisors are ever-changing in this regard as ...
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