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...
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....
Feb 11, 20202 minThe WIMS Guide Video Ep.11 – Cali Trip & MoreThe WIMS Guide Video Edition is Back! I’m in Cali for the next two weeks. We came out here to close out my wife’s maternity leave with a...