by Mitzi | Aug 18, 2017 | Blog Posts
Putting the “Family” in Family Business: It’s Worth It Here’s a question for you: to qualify as a family business, do at least some members of the business need to be related by blood or marriage? Tobi Silver, President of Sterling Resources, LTD...
by Mitzi | Aug 14, 2017 | Blog Posts
How to Make Your Family Live up to Its Promise Lisa Niemeier, family office consultant and founder of graymatter Strategies LLC, feels that family wealth is a gift. Too often and with too many families, this wonderful gift isn’t allowed to live up to its promise. In...
by Mitzi | Aug 8, 2017 | Blog Posts
Silver Arrow’s Secret Sauce: An Investment Thesis Approach Let’s suppose a delightful situation. One way or another (maybe through inheritance, or you got a bonus, or you sold your company) you have some money available to invest. It’s a responsibility. What’s your...
by Mitzi | Jul 26, 2017 | Blog Posts
How to Preserve Your Legacy, Using a Stone-Age Technique Andrew Suhl has added an electronic twist to a Stone-Age practice. Amazingly, the ancient practice we’re talking about is one that even today is one of the most essential tools for keeping your family together...
by Mitzi | Jun 16, 2017 | Blog Posts
Seven Tips for Personal Cyber Security Rajesh Mahadwar, CEO of Softkey,Inc., is a great friend of mine, and we bonded over a shared interest in cyber security. He knows my opinion, that if you don’t get this right, you’re letting yourself in for a world of misery...
