Blogs

What The Affluent Cannot Buy
  • By zoltan-szakal

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

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

Views From The Cloud Wealth Management
Growth and Expansion Part 1 of 6
  • By zoltan-szakal

When someone starts a new full time business venture, in general, they want that venture to earn eno ...

Network Spotlight
Family Office Direct Investing
  • By zoltan-szakal

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

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

“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

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

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

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

Wealth Management
Family Office Real Estate Summit
  • By zoltan-szakal

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

Wealth Management