December 31, 2023
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 December 30, 2023
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 December 29, 2023
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 December 29, 2023
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“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 May 2, 2018
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Richard and Joe discuss problems with the pension system and potential solutions to protect the pension plans of retirees with Ed Beltram and Karen Freidman.
Ed Beltram
As the Vice President – Communications for the National Retiree Legislative Network (RLN) since 2008, Ed Beltram brings five decades of diverse communications experience ...
Read more April 19, 2018
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Richard and Joe welcomed Rick Payne founder of Cannabis Real Estate Consultants to discuss real estate targeted to the growing cannabis industry in California. Next, they welcomed Dr. Faye Girsh of the Hemlock Society of San Diego and Dr. Bob Uslander of Integrated MD Care to discuss making end of ...
Read more April 13, 2018
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Joe welcomed Dallin Young and Dion Markgraaff experts in the cannabis and hemp industry to discuss the cannabis industry and the Cannabis Village at the Earth Day celebration in Balboa Park on Sunday April, 22nd.
Dallin Young
Dallin Young is Executive Director of the Association of Cannabis Professionals. Young began his career ...
Read more April 9, 2018
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Brenda Geiger Esq. talks about her upcoming 10th annual Estate Planning Symposium on Thursday, May 17th from 8:30 am to 3:30 pm at the beautiful Lomas Santa Fe Country Club in Solana Beach. The guest speakers are experts in trusts, asset protection, elder law and in their fields and are ...
Read more March 15, 2018
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This week Richard and Joe welcome Fred Dickey, a popular columnist for the San Diego Union-Tribune who wrote about “ordinary people” with compelling stories in his Monday column “The Way We Are” for 5 years. He is a former top editor of major metro newspapers, a novelist, and a Pulitzer ...
Read more March 8, 2018
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Richard and Joe welcomed Former Presidential Candidate and Governor, Michael Dukakis. Mr. Dukakis called from his UCLA office where he has taught during the Winter quarter for the past 23 years. Many of those trips entailed appearing at City Club of San Diego thanks to George Mitrovich also a former ...
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