Over 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...

My firm, WIMS Consulting, has been providing CRM implementation services since its inception (and personally I’ve been leading them for...

The whirlwind of 2020 rattled businesses across the country, and it was no different for the private investment/fund industries. Even...

Your Fund and its Portfolio Companies’ Future Partner for Marketing, Sales, Finance, Operations, Investor Relations, Development, & More....

I’ve been harping on the importance of CRM programs for about a decade now (here’s the last time), yet it still hasn’t caught on the way...