• Guiding Businesses into the Digital Future: centrexIT

    eric-rockwellPhoto of Regents Bank President Sean PuckettThe show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as one of the top-100 fastest growing companies in San Diego. They have created the brands buildIT, manageIT, cloudIT, and growIT which are best-in-class technology solutions that are stable, scalable and secure.

    Mr. Rockwell is a graduate of the University of California San Diego where he received his undergraduate degree in Computer Science. He has extensive experience in transitioning medical practices to electronic health records with zero percent data loss.

    LISTEN TO PODCAST

    Listen to a podcast of Sean Puckett and Eric Rockwell’s interview

    Read more

  • 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 more

  • 9 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 more

  • Family 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 more

  • “It’s Your Money and Your Life!” – First Broadcast

    Listen to Podcast of the Show “It’s Your Money and Your Life!” will be featuring an interview with class-action attorney Bill Lerach. For over 30 years, Lerach was a securities lawyer. He led the prosecution of securities class and stockholder derivative actions which resulted in over $45 billion dollars of recoveries for defrauded shareholders of Wall ...
    Read more