Oct 1, 20203 minQ4 2020: FINISH LIKE A SAVAGE & PREPARE FOR 2021 DOMINATION!There’s something about Q4 that is always exhilarating to me. Knowing that “the game” is coming to an end, each and every play is more...
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...