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...
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...
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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...
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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....
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 considering whether or not to invest in a company. While each investor has their...
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Michael J Lee
- Dec 18, 2020
- 4 min
Central Bank Digital Currencies – The benefits, risks and implications
Digital Currencies have been in the market for quite a while now. Despite being unregulated and not backed by a government, the...
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Michael J Lee
- Dec 16, 2020
- 3 min
The Bigger Picture: 2020 Has Changed the Way America Does Business
Where were you, December 2019? Winding up the years' work? Or taking a well-deserved vacation in the sun? Who could have known the end...
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Michael J Lee
- Dec 12, 2020
- 3 min
Blockchain Technology: A Growth Engine in Modern Business
Blockchain, a 2008 project of Satoshi Nakamoto (pseudonym), has netted the business world with its complex and indisputable supremacy in...
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Michael J Lee
- Dec 11, 2020
- 3 min
5 Steps to Recession Proof Any (Small) Business
While many will not agree, recessions are a natural part of the life cycle of an economy. Just like an economy grows and booms, it also...
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Michael J Lee
- Dec 10, 2020
- 3 min
HOW SMART FARMING IS TRANSFORMING AGRICULTURE ACROSS THE WORLD?
Farming has been continuously evolving over the last few decades. With the adoption of the Internet of Things (IoT), connected devices,...
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Michael J Lee
- Dec 6, 2020
- 3 min
How Artificial Intelligence is Reshaping Banking
The advancements in technology and digital infrastructure are revolutionizing how businesses is conducted. Every now and then, we see new...
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