Sep 15, 20205 min5 Ways Family Offices Can Optimize for the Present & FutureOver the past 50 years, the amount of family offices has grown to an estimated 3,500-5,000 as ultra-high-net-worth (UHNW) investors have...
Sep 4, 20203 minEnterprise Level Salesforce.com CRM Implementations for Mid-Large CompaniesMy firm, WIMS Consulting, has been providing CRM implementation services since its inception (and personally I’ve been leading them for...
Aug 13, 20205 minPrivate Investment Funds in 2021: Focus on Optimizing & Streamlining Existing Portfolio CompanyThe whirlwind of 2020 rattled businesses across the country, and it was no different for the private investment/fund industries. Even...
May 21, 20203 minWIMS Consulting for Funds & Investors: Private Equity, Family Office, Venture Capital & ThYour Fund and its Portfolio Companies’ Future Partner for Marketing, Sales, Finance, Operations, Investor Relations, Development, & More....