Greg Kyte's monthly look at the current issues and trends in the accounting profession pokes fun at the AICPA's CPA…
FAMILY GOVERNANCE is how High-Net Worth Families (“HNWF”) and Family Offices (“FO”) converse, communicate and decide, and take collective responsibility…
Focus on what your customer wants, as opposed to what your customer needs. Explain the benefits of your service as…
The concept of "command and control" is dead. It has been replaced by "connect and collaborate." Your best currency in…
March 1, 2014
December 14, 2013
A Professional's Guide to Collaboration (and how we use it in the Family Office World) The marketplace is driven by…
Vast knowledge (broad not technical) Vast network of resources (not insular) Able to translate “technical speak” Likes and promotes (orderly)…
There are three themes that consistently challenge high-net-worth families and the people that advise them. The challenges arise from the…
April 21, 2018