10 Step Generational Wealth Transfer Checklist
The Checklist 1. Are all family members aware of the extent and nature of the assets? 2. Has the family created a family wealth mission...
Search
Michael J Lee
- Mar 31, 2021
- 2 min
The Decline of the Office Real Estate Market
Companies are dropping office space as working from home becomes a new normal — one that's likely to endure after the pandemic. That’s...
6 views0 comments
Michael J Lee
- Feb 24, 2021
- 1 min
Succession Planning for Wealthy Families
Succession is a top priority for wealthy families. Common mistakes account for the second-generation wealth loss of 70% of families and...
3 views0 comments
Michael J Lee
- Feb 23, 2021
- 2 min
Sale-Leasebacks. Are They for You?
Many businesses have been hard hit by this pandemic, and as a result shareholders are urging companies to find value wherever possible....
3 views0 comments
Michael J Lee
- Feb 19, 2021
- 5 min
How HNWIs and Family Offices Allocate Capital
There are significant differences in asset allocations as a person or family’s wealth increases. Public holdings (equities) climb in line...
13 views0 comments
Michael J Lee
- Feb 9, 2021
- 1 min
Is a Market Correction in the Cards for 2021?
The chance of a substantial correction (>10%) in the first half is likely because of overvaluation and excessive optimistic sentiment....
2 views0 comments
Michael J Lee
- Feb 3, 2021
- 2 min
Growth of Low-Code Development Applications
Low-code software development platforms provide a visual development environment that allows non-programmers and enterprises to use...
4 views1 comment
Michael J Lee
- Jan 26, 2021
- 1 min
How to Thrive in Crisis: Become Comfortable With the Unknown
We all try to understand and give meaning to life and uncertainty. Becoming comfortable with the unknown may be the best skill to learn...
9 views0 comments
Michael J Lee
- Jan 15, 2021
- 3 min
How 5G Technology Will Supercharge Businesses
Fifth-generation air interface initially deployed by cellular networks in 2019 is engineered to ease communication and connection between...
0 views0 comments
Michael J Lee
- Jan 14, 2021
- 4 min
Tech Trends You Need To Know About
When this strange novel virus discovered in China finally reached the Western Hemisphere in February, nobody knew what to expect. It's...
2 views0 comments
Michael J Lee
- Jan 13, 2021
- 3 min
Asset Allocation for 2021 and beyond: A Summary
Diminished recession risks, continued central bank support, Tempering of trade tensions, global economy to climb back to pre-crisis...
5 views0 comments
Michael J Lee
- Jan 12, 2021
- 3 min
My $500,000,000 Fail: Maximum Effort or Regret the Outcome.
An example of when I didn’t exert maximum effort that still chaps me today was when a company I consulted with was in discussions on a...
6 views0 comments
Michael J Lee
- Jan 9, 2021
- 3 min
Digital Twins Strategy Benefits and Its Practicality in Modern Businesses
Listed in Gartner’s 2017 report of the world’s most strategic technology trends, digital twins is a hot topic of debate in today’s...
3 views0 comments
Michael J Lee
- Jan 6, 2021
- 3 min
2021 is finally here and what a year 2020 was
Although much of the news is consumed with pandemic updates, vaccine news, and politics, one of the biggest stories from the last year...
4 views0 comments
Michael J Lee
- Dec 22, 2020
- 4 min
5 Leadership Qualities to look for in a CEO
Every investor has certain parameters they use when consi