What The Affluent Cannot Buy
  • By zoltan-szakal
  • July 17, 2017

I attended the Family Office Deal Flow Summit in San Francisco on Friday.  The sessions were both v ...

Wealth Management
Family Office & Private Equity Deal Flow Collaboration
  • By zoltan-szakal
  • July 12, 2017

According to Investopedia* – While deal flow can be generated from a number of sources, the propos ...

Views From The Cloud Wealth Management
Family Office Direct Investing
  • By zoltan-szakal
  • July 6, 2017

Last week I talked about the Family Office Deal Flow Summit and how Family Office Direct Investing ...

Wealth Management
Family Office Deal Flow Summit
  • By zoltan-szakal
  • June 28, 2017

The Family Office Deal Flow Summit is being held on July 14th in San Francisco, CA at the Julia Morg ...

Wealth Management
Family Offices Replacing Quickbooks
  • By zoltan-szakal
  • June 15, 2017

“Instead of looking at what has happened we use Intacct as the single source of the truth to proac ...

Wealth Management
Making the Switch – Historian to Futurist
  • By zoltan-szakal
  • May 18, 2017

I have had the opportunity to attend various tradeshows and events as a member of the Black River Te ...

Views From The Cloud Wealth Management
Family Office Accounting And Discretion
  • By zoltan-szakal
  • May 11, 2017

There are innumerable topics of discussion surrounding family offices.  One of those topics, family ...

Wealth Management
Self-Driving Cars – Our #1 Takeaway from Last Week’s Real Estate Investor Summit
  • By zoltan-szakal
  • April 20, 2017

Once again, Black River Technologies sponsored another Family Offices event, the Real Estate Investo ...

Wealth Management
Family Office Real Estate Summit
  • By zoltan-szakal
  • April 6, 2017

Real Estate is in the forefront of our minds this week with the upcoming Family Office Real Estate S ...

Wealth Management
Ad Hoc Reporting Not Filling The Gap
  • By zoltan-szakal
  • March 30, 2017

Fast access to data has become crucial to making the right decision. Take the following for example. ...

Wealth Management