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...
top of page
Michael J Lee, CFA
- 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...
3 views0 comments
Michael J Lee, CFA
- Feb 19, 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, CFA
- Feb 15, 2021
- 5 min
How HNWIs and Family Offices Allocate Capital
Significant differences in asset allocations as a person or family’s wealth increases. Public holdings (equities) climb in line with...
11 views0 comments
Michael J Lee, CFA
- Feb 15, 2021
- 7 min
Leading A Family Office
Successful families need an experienced generalist to protect their interests, but where to find the ideal candidate? Families can face...
5 views0 comments
Michael J Lee, CFA
- Feb 15, 2021
- 1 min
Succession Planning
Succession is a top priority for wealthy families. Common mistakes account for the second-generation wealth loss of 70% of families and...
7 views0 comments
Michael J Lee, CFA
- 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....
1 view0 comments
Michael J Lee, CFA
- Feb 2, 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...
6 views0 comments
Michael J Lee, CFA
- Feb 1, 2021
- 3 min
Emerging markets could be the best opportunity for 2021
Emerging markets could be the best opportunity for 2021. But they have been primarily slept on and ignored by American investors. Around...
3 views0 comments
Michael J Lee, CFA
- 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...
1 view0 comments
Michael J Lee, CFA
- Jan 20, 2021
- 3 min
How 5G Technology Will Supercharge Business
Fifth-generation air interface initially deployed by cellular networks in 2019 is engineered to ease communication and connection between...
1 view0 comments
Michael J Lee, CFA
- 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...
1 view0 comments
Michael J Lee, CFA
- 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, CFA
- 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...
1 view0 comments
Michael J Lee, CFA
- 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...
0 views0 comments
Michael J Lee, CFA
- Dec 22, 2020
- 4 min
5 Leadership Qualities to look for in a Company's CEO before investing
Every investor has certain parameters they use when considering whether or not to invest in a company. While each investor has their...
1 view0 comments
Michael J Lee, CFA
- 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...
4 views0 comments
Michael J Lee, CFA
- 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...
0 views0 comments
Michael J Lee, CFA
- 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...
0 views0 comments
Michael J Lee, CFA
- 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...
3 views0 comments
Michael J Lee, CFA
- 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,...
1 view0 comments
Michael J Lee, CFA
- 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...
7 views0 comments
Michael J Lee, CFA
- Dec 3, 2020
- 2 min
Thankfully, December has started - Macro View
This means that we are finally in the home stretch of 2020 - a tumultuous and turmoil-filled year. However, the year is certainly ending...
11 views0 comments
bottom of page