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Top 5 Questions to Ask an Investment Manager Before Investing

Now more than ever, high net worth investors have endless opportunities to preserve and grow capital via private commercial real estate investments. Along with traditional real estate managers operating limited partnerships/funds, the innovations of “fintech” have brought us real estate…

How To Form Your Investment Team After Selling Your Company

Experiencing a liquidity event after you’ve sold your company can be a highly satisfying experience. After years of putting in “sweat equity”, the time has come to cash your hard earned check! At times, however, the reality may start to…
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7 Steps to Take Following a Liquidity Event

A liquidity event is much more than an event – it kick-starts a new role in your life. Whether you finally converted your “sweat equity” into cold hard cash, have just received an inheritance, or have exited a successful business…

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