Matthew Fuller is the chief investment officer of Participant Capital and leads its Investment Committee. He is responsible for executing the company’s equity and credit investment strategies...
For over 30 years, Dave Hunt has led an advisory team to help business owners turn complex financial decisions into simple conversations for greater influence...
Based on extensive research with advisors, it is undisputed that for most of them, the way to connect with more successful and wealthier clients is by getting referrals from centers of influence...
The scales in the private wealth industry are clearly weighted toward the professionals, not the wealthy. Discounting the grifters, there are several structural reasons for this imbalance...
The saying is: “You can marry rich and poor, so marry rich.” Man or woman, there has never been a better time to capitalize on the boom in the number of wealthy potential spouses...
In serving the wealthy, one professional cannot possibly have the knowledge, skills and where-with-all to deliver the diverse array of solutions the wealthy need and want...
Lan Shaw is the founder and principal of Vision Private Wealth, a leading multi-family office serving high-net-worth individuals and families, and successful business owners...
