For RIA Firms, the transfer of wealth from baby boomers to their children over the next two decades is a bit like climate change: The consequences may eventually be huge, but it’s easy to ignore the issue in the short-term....
Over the next quarter century, some $70 trillion in assets is expected to pass from one generation to the next—the largest wealth transfer in U.S. history. It’s an event spurring a new wave of innovation at independent RIA firms....
Real estate fundraising was hit hard during Q3 2020 as the full effects of the COVID-19 pandemic began to materialize. This marks a significant shift in a short period of time: Q2 data was relatively positive – in terms...
The abuse of power started in October 2014 when a previous client of REO Capital which was a Real Estate Fund in Cleveland, OH managed by two brothers who Breached our Contract and demanded a cancelation our Agreement after...
Along the way, however, I’ve found seven concrete actions that build trust in a business environment. These actions build trust through communication, commitment and competence. 1. Demonstrate that you trust others. One way to do this is to be generous...
Capital-Raising figures sink as the impact of COVID-19 takes its toll on key real estate assets. Real estate capital raising was hit hard during Q3 2020 as the full effects of the COVID-19 pandemic began to materialize. This marks...
The Covid-19 Pandemic has changed the way companies seeking capital and venture capitalists interact. Companies with early traction and potential are concerned about raising additional capital, and VC’s are assessing the ramifications of investing in today’s climate. Many VC firms...
Fundraising is not easy; it is one of the more exhausting, humbling and frustrating processes GPs encounter. In perusing industry periodicals, one might conclude that anyone can raise a private equity fund and it can be done easily. The...