Business Analysis Expert Jason Kruger
Read moreAugust 12, 2012
Guest and business analyst, Jason Kruger, of Signature Analytics discusses how to make educated business decisions based on detailed analysis and technology, as well as the importance of financial structure within the business. Primarily, Mr. Kruger focuses on financial consulting, outsourcing accounting, budgeting and forecasting, temporary staffing, and permanent placement services which include part-time CFO positions.
Networking, Connecting and Transcending Tips
A Professional’s Guide to Collaboration (and how we use it in the Family Office World) The marketplace is driven by the consumer. The days are gone when the client goes to a professional for his vast technical expertise. Therefore, effective marketing is focused on the consumer, not the service provider. What are major preconceived stereotypes about your ...Read more9 Attributes of a Great Family Office Concierge
Vast knowledge (broad not technical) Vast network of resources (not insular) Able to translate “technical speak” Likes and promotes (orderly) change Focuses on governance (success of which is reflected in family behavior) Ask questions and listens (versus answers questions and talks) Functions as communications hub for all complimentary resource providers Facilitates objective clearance and oversight of all recommendations collaboratively and openly (but ...Read moreFamily Governace and What High-Net Worth Families Really Want From Their Advisors
There are three themes that consistently challenge high-net-worth families and the people that advise them. The challenges arise from the evolution of the family’s wealth and the governance of that wealth such as growth, liquidity events, succession, inheritance, in trust, legacy, etc. Advisors must evolve with the family through these wealth stages, or they are ...Read moreDavid Enrich, New York Times Finance Editor on His Book, “The Spider Network” Exposing the Massive LIBOR Rigging Scandal
November 18, 2018 Richard and Joe welcomed David Enrich, the Finance Editor at the New York Times and author of The Spider Network: The Wild Story of a Math Genius, a Gang of Backstabbing Bankers, and One of the Greatest Scams in Financial History. He previously was the Financial Enterprise Editor of the Wall Street Journal, ...Read more